CMF
UNM icon

Counterpoint Mutual Funds’s Unum UNM Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-28,786
Closed -$2.32M – 468
2025
Q2 		$2.32M Buy
28,786
+12,514
+77% +$988K 0.21% 23
2025
Q1 		$1.33M Buy
16,272
+1,405
+9% +$108K 0.19% 47
2024
Q4 		$1.09M Buy
14,867
+1,784
+14% +$123K 0.14% 52
2024
Q3 		$778K Buy
+13,083
New +$710K 0.15% 44
2023
Q4 		– Sell
-2,603
Closed -$128K – 295
2023
Q3 		$128K Sell
2,603
-73
-3% -$3.57K 0.11% 143
2023
Q2 		$128K Buy
+2,676
New +$117K 0.12% 99
2023
Q1 		– Sell
-6,730
Closed -$276K – 485
2022
Q4 		$276K Buy
6,730
+150
+2% +$6.29K 0.29% 10
2022
Q3 		$255K Buy
6,580
+3,257
+98% +$119K 0.62% 4
2022
Q2 		$113K Buy
+3,323
New +$112K 0.08% 184

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Counterpoint Mutual Funds's UNM Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Unum (UNM) in Q3 2025, closing a stake of 28,786 shares — an estimated $2.32M sold.

Counterpoint Mutual Funds first reported a position in UNM in Q2 2022 and held it in 9 quarters. The position peaked at $2.32M in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 28,786 Unum shares in Q3 2025, an estimated $2.32M.
  • Counterpoint Mutual Funds first reported a position in Unum in Q2 2022 and held it in 9 quarters.
  • Counterpoint Mutual Funds's Unum position peaked at $2.32M in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.