Edmond de Rothschild Holding’s Unum UNM Stock Holding History

Edmond de Rothschild Holding’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	-2,367	Closed	-$173K	–	631
2024 Q4	$173K	Hold	2,367	–	–	﹤0.01%	418
2024 Q3	$141K	Hold	2,367	–	–	﹤0.01%	444
2024 Q2	$121K	Hold	2,367	–	–	﹤0.01%	472
2024 Q1	$127K	Hold	2,367	–	–	﹤0.01%	481
2023 Q4	$107K	Hold	2,367	–	–	﹤0.01%	502
2023 Q3	$116K	Hold	2,367	–	–	﹤0.01%	471
2023 Q2	$113K	Sell	2,367 -247	-9%	-$10.8K	﹤0.01%	490
2023 Q1	$103K	Buy	+2,614	New	+$108K	﹤0.01%	509
2016 Q1	–	Sell	-24,000	Closed	-$799K	–	861
2015 Q4	$799K	Buy	24,000 +11,163	+87%	+$385K	0.02%	303
2015 Q3	$412K	Buy	+12,837	New	+$442K	0.01%	372

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's UNM Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of Unum (UNM) in Q1 2025, closing a stake of 2,367 shares — an estimated $173K sold.

Edmond de Rothschild Holding first reported a position in UNM in Q3 2015 and held it in 10 quarters. The position peaked at $799K in Q4 2015. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Edmond de Rothschild Holding reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,367 Unum shares in Q1 2025, an estimated $173K.
Edmond de Rothschild Holding first reported a position in Unum in Q3 2015 and held it in 10 quarters.
Edmond de Rothschild Holding's Unum position peaked at $799K in Q4 2015.
727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.