EGM
UNM icon

Engineers Gate Manager’s Unum UNM Stock Holding History

Engineers Gate Manager’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
Q1 		$19.8M Sell
270,547
-22,268
-8% -$1.66M 0.25% 90
2025
Q4 		$22.7M Buy
292,815
+290,043
+10,463% +$22.2M 0.27% 68
2025
Q3 		$216K Sell
2,772
-33,222
-92% -$2.49M ﹤0.01% 1879
2025
Q2 		$2.91M Buy
35,994
+3,434
+11% +$271K 0.04% 567
2025
Q1 		$2.65M Buy
+32,560
New +$2.51M 0.04% 581
2024
Q4 		– Sell
-34,627
Closed -$2.06M – 2591
2024
Q3 		$2.06M Buy
34,627
+19,204
+125% +$1.04M 0.04% 642
2024
Q2 		$788K Buy
15,423
+3,594
+30% +$186K 0.02% 1008
2024
Q1 		$635K Sell
11,829
-24,613
-68% -$1.2M 0.02% 1067
2023
Q4 		$1.65M Sell
36,442
-27,504
-43% -$1.25M 0.05% 541
2023
Q3 		$3.15M Buy
63,946
+38,466
+151% +$1.88M 0.12% 219
2023
Q2 		$1.22M Buy
25,480
+587
+2% +$25.6K 0.05% 574
2023
Q1 		$985K Buy
24,893
+16,473
+196% +$680K 0.04% 657
2022
Q4 		$345K Buy
8,420
+1,565
+23% +$65.6K 0.02% 1113
2022
Q3 		$266K Buy
+6,855
New +$251K 0.02% 1171
2022
Q1 		– Sell
-97,135
Closed -$2.39M – 2323
2021
Q4 		$2.39M Buy
97,135
+2,596
+3% +$66.5K 0.11% 230
2021
Q3 		$2.37M Buy
94,539
+59,907
+173% +$1.59M 0.14% 181
2021
Q2 		$984K Buy
34,632
+9,009
+35% +$265K 0.06% 451
2021
Q1 		$713K Sell
25,623
-10,567
-29% -$274K 0.04% 771
2020
Q4 		$830K Buy
+36,190
New +$748K 0.04% 681
2020
Q3 		– Sell
-96,670
Closed -$1.6M – 1997
2020
Q2 		$1.6M Buy
96,670
+81,752
+548% +$1.29M 0.08% 372
2020
Q1 		$224K Sell
14,918
-31,990
-68% -$770K 0.02% 1197
2019
Q4 		$1.37M Buy
46,908
+9,114
+24% +$265K 0.06% 513
2019
Q3 		$1.12M Sell
37,794
-172,941
-82% -$5.14M 0.06% 500
2019
Q2 		$7.07M Buy
210,735
+192,561
+1,060% +$6.67M 0.39% 38
2019
Q1 		$615K Buy
+18,174
New +$633K 0.04% 560
2018
Q3 		– Sell
-162,427
Closed -$6.01M – 1187
2018
Q2 		$6.01M Buy
+162,427
New +$6.78M 0.47% 27
2018
Q1 		– Sell
-55,282
Closed -$3.03M – 982
2017
Q4 		$3.03M Buy
55,282
+24,874
+82% +$1.34M 0.21% 165
2017
Q3 		$1.55M Buy
+30,408
New +$1.48M 0.13% 303
2016
Q2 		– Sell
-159,836
Closed -$4.94M – 836
2016
Q1 		$4.94M Buy
159,836
+8,520
+6% +$250K 0.39% 65
2015
Q4 		$5.04M Buy
151,316
+86,404
+133% +$2.98M 0.34% 106
2015
Q3 		$2.08M Buy
64,912
+32,311
+99% +$1.11M 0.18% 214
2015
Q2 		$1.17M Buy
32,601
+26,011
+395% +$910K 0.11% 327
2015
Q1 		$222K Sell
6,590
-6,357
-49% -$211K 0.03% 813
2014
Q4 		$452K Buy
+12,947
New +$437K 0.13% 287

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Engineers Gate Manager's UNM Position: Q1 2026 in Review

Engineers Gate Manager reduced its Unum (UNM) stake by 7.6% in Q1 2026, selling an estimated $1.66M and leaving 270,547 shares worth $19.8M. The position accounts for 0.25% of the portfolio, ranked #90.

Engineers Gate Manager first reported a position in UNM in Q4 2014 and has held it in 34 quarters since. The position peaked at $22.7M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Engineers Gate Manager held 270,547 shares of Unum worth $19.8M as of Q1 2026.
  • Engineers Gate Manager sold 22,268 Unum shares in Q1 2026, an estimated $1.66M.
  • Unum made up 0.25% of Engineers Gate Manager's portfolio in Q1 2026, its #90 holding.
  • Engineers Gate Manager first reported a position in Unum in Q4 2014 and has held it in 34 quarters since.
  • Engineers Gate Manager's Unum position peaked at $22.7M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.