Creekmur Asset Management’s Unum UNM Stock Holding History

Creekmur Asset Management’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	-15	Closed	-$1.09K	–	994
2024 Q4	$1.09K	Hold	15	–	–	﹤0.01%	663
2024 Q3	$892	Hold	15	–	–	﹤0.01%	747
2024 Q2	$767	Buy	+15	New	+$776	﹤0.01%	811

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

Creekmur Asset Management's UNM Position: Q1 2025 in Review

Creekmur Asset Management sold out of Unum (UNM) in Q1 2025, closing a stake of 15 shares — an estimated $1.09K sold.

Creekmur Asset Management first reported a position in UNM in Q2 2024 and held it in 3 quarters. The position peaked at $1.09K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Creekmur Asset Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Creekmur Asset Management sold 15 Unum shares in Q1 2025, an estimated $1.09K.
Creekmur Asset Management first reported a position in Unum in Q2 2024 and held it in 3 quarters.
Creekmur Asset Management's Unum position peaked at $1.09K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.