Eagle Bay Advisors’s Unum UNM Stock Holding History

Eagle Bay Advisors’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	-69	Closed	-$5.04K	–	899
2024 Q4	$5.04K	Buy	69 +8	+13%	+$552	﹤0.01%	704
2024 Q3	$3.63K	Hold	61	–	–	﹤0.01%	1100
2024 Q2	$3.12K	Buy	+61	New	+$3.16K	﹤0.01%	818
2023 Q2	–	Sell	-13	Closed	-$514	–	926
2023 Q1	$514	Hold	13	–	–	﹤0.01%	869
2022 Q4	$533	Hold	13	–	–	﹤0.01%	882
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	875
2022 Q2	$442	Buy	+13	New	+$440	﹤0.01%	1012

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Bay Advisors's UNM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Unum (UNM) in Q1 2025, closing a stake of 69 shares — an estimated $5.04K sold.

Eagle Bay Advisors first reported a position in UNM in Q2 2022 and held it in 7 quarters. The position peaked at $5.04K in Q4 2024. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Eagle Bay Advisors reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 69 Unum shares in Q1 2025, an estimated $5.04K.
Eagle Bay Advisors first reported a position in Unum in Q2 2022 and held it in 7 quarters.
Eagle Bay Advisors's Unum position peaked at $5.04K in Q4 2024.
726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.