CX Institutional
UNM icon

CX Institutional’s Unum UNM Stock Holding History

CX Institutional’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
2026
Q3 		$31K Buy
352
+129
+58% +$11.7K ﹤0.01% 1123
2026
Q2 		$20K Buy
223
+60
+37% +$4.97K ﹤0.01% 1179
2026
Q1 		$12K Buy
+163
New +$12.2K ﹤0.01% 1261
2022
Q3 		– Sell
-77
Closed -$3K – 1093
2022
Q2 		$3K Buy
+77
New +$2.61K ﹤0.01% 1076
2021
Q4 		– Sell
-53
Closed -$1K – 865
2021
Q3 		$1K Sell
53
-20
-27% -$529 ﹤0.01% 953
2021
Q2 		$2K Buy
73
+10
+16% +$294 ﹤0.01% 920
2021
Q1 		$2K Sell
63
-857
-93% -$22.2K ﹤0.01% 841
2020
Q4 		$21K Sell
920
-62
-6% -$1.28K ﹤0.01% 605
2020
Q3 		$17K Sell
982
-557
-36% -$9.9K ﹤0.01% 586
2020
Q2 		$26K Sell
1,539
-641
-29% -$10.1K ﹤0.01% 403
2020
Q1 		$33K Buy
2,180
+2,150
+7,167% +$51.7K 0.01% 338
2019
Q4 		$1K Sell
30
-58,664
-100% -$1.71M ﹤0.01% 726
2019
Q3 		$1.74M Sell
58,694
-2,411
-4% -$71.6K 0.28% 91
2019
Q2 		$2.05M Buy
61,105
+61,014
+67,048% +$2.11M 0.33% 80
2019
Q1 		$3K Buy
+91
New +$3.17K ﹤0.01% 654

Other funds holding UNM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

CX Institutional's UNM Position: Q3 2026 in Review

CX Institutional increased its Unum (UNM) stake by 58% in Q3 2026, buying an estimated $11.7K and bringing the position to 352 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

CX Institutional first reported a position in UNM in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.05M in Q2 2019. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • CX Institutional held 352 shares of Unum worth $31K as of Q3 2026.
  • CX Institutional bought 129 Unum shares in Q3 2026, an estimated $11.7K.
  • Unum made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1123 holding.
  • CX Institutional first reported a position in Unum in Q1 2019 and has held it in 15 quarters since.
  • CX Institutional's Unum position peaked at $2.05M in Q2 2019.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.