Coppell Advisory Solutions’s Unum UNM Stock Holding History

Coppell Advisory Solutions’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-266	Closed	-$19.4K	–	1779
2024 Q4	$19.4K	Sell	266 -384	-59%	-$26.5K	﹤0.01%	899
2024 Q3	$38.1K	Buy	650 +388	+148%	+$21.1K	0.01%	640
2024 Q2	$13.4K	Buy	+262	New	+$13.6K	﹤0.01%	926
2023 Q4	$11.7K	Buy	259 +8	+3%	+$364	﹤0.01%	901
2023 Q3	$10.3K	Sell	251 -3	-1%	-$147	﹤0.01%	601
2023 Q2	$12.1K	Buy	+254	New	+$11.1K	﹤0.01%	648
2023 Q1	–	Sell	-251	Closed	-$10.3K	–	1027
2022 Q4	$10.3K	Buy	+251	New	+$10.5K	﹤0.01%	605

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's UNM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Unum (UNM) in Q1 2025, closing a stake of 266 shares — an estimated $19.4K sold.

Coppell Advisory Solutions first reported a position in UNM in Q4 2022 and held it in 7 quarters. The position peaked at $38.1K in Q3 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Coppell Advisory Solutions reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 266 Unum shares in Q1 2025, an estimated $19.4K.
Coppell Advisory Solutions first reported a position in Unum in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Unum position peaked at $38.1K in Q3 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.