Evergreen Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
17,476
+5,553
| +47% | +$414K | 0.03% | 426 |
|
|
2025
Q4 | $924K | Sell |
11,923
-331
| -3% | -$25.3K | 0.02% | 492 |
|
|
2025
Q3 | $953K | Sell |
12,254
-712
| -5% | -$53.4K | 0.02% | 419 |
|
|
2025
Q2 | $1.05M | Buy |
12,966
+133
| +1% | +$10.5K | 0.03% | 354 |
|
|
2025
Q1 | $1.05M | Buy |
12,833
+292
| +2% | +$22.5K | 0.04% | 328 |
|
|
2024
Q4 | $916K | Buy |
12,541
+4
| +0% | +$276 | 0.03% | 354 |
|
|
2024
Q3 | $745K | Sell |
12,537
-36
| -0.3% | -$1.96K | 0.03% | 386 |
|
|
2024
Q2 | $643K | Sell |
12,573
-739
| -6% | -$38.2K | 0.02% | 405 |
|
|
2024
Q1 | $714K | Sell |
13,312
-1,252
| -9% | -$61K | 0.03% | 353 |
|
|
2023
Q4 | $659K | Buy |
14,564
+30
| +0.2% | +$1.37K | 0.03% | 363 |
|
|
2023
Q3 | $715K | Sell |
14,534
-152
| -1% | -$7.43K | 0.03% | 326 |
|
|
2023
Q2 | $701K | Buy |
14,686
+141
| +1% | +$6.15K | 0.03% | 328 |
|
|
2023
Q1 | $575K | Sell |
14,545
-286
| -2% | -$11.8K | 0.03% | 354 |
|
|
2022
Q4 | $609K | Sell |
14,831
-1,662
| -10% | -$69.6K | 0.03% | 337 |
|
|
2022
Q3 | $640K | Buy |
16,493
+1,371
| +9% | +$50.1K | 0.03% | 311 |
|
|
2022
Q2 | $514K | Sell |
15,122
-4,391
| -23% | -$149K | 0.03% | 325 |
|
|
2022
Q1 | $615K | Sell |
19,513
-214,073
| -92% | -$5.98M | 0.03% | 343 |
|
|
2021
Q4 | $5.74M | Buy |
233,586
+39,557
| +20% | +$1.01M | 0.23% | 124 |
|
|
2021
Q3 | $4.86M | Buy |
194,029
+41,166
| +27% | +$1.09M | 0.22% | 123 |
|
|
2021
Q2 | $4.34M | Buy |
152,863
+7,556
| +5% | +$222K | 0.21% | 122 |
|
|
2021
Q1 | $4.04M | Buy |
145,307
+8,278
| +6% | +$215K | 0.21% | 123 |
|
|
2020
Q4 | $3.14M | Buy |
137,029
+2,893
| +2% | +$59.8K | 0.18% | 129 |
|
|
2020
Q3 | $2.26M | Buy |
134,136
+9,069
| +7% | +$161K | 0.16% | 137 |
|
|
2020
Q2 | $2.08M | Buy |
125,067
+44,379
| +55% | +$700K | 0.16% | 133 |
|
|
2020
Q1 | $1.21M | Buy |
80,688
+9,936
| +14% | +$239K | 0.11% | 150 |
|
|
2019
Q4 | $2.06M | Sell |
70,752
-836
| -1% | -$24.3K | 0.17% | 118 |
|
|
2019
Q3 | $2.13M | Buy |
71,588
+725
| +1% | +$21.5K | 0.2% | 109 |
|
|
2019
Q2 | $2.38M | Buy |
70,863
+985
| +1% | +$34.1K | 0.23% | 100 |
|
|
2019
Q1 | $2.36M | Buy |
69,878
+2,261
| +3% | +$78.7K | 0.24% | 100 |
|
|
2018
Q4 | $1.99M | Sell |
67,617
-124
| -0.2% | -$4.34K | 0.21% | 108 |
|
|
2018
Q3 | $2.65M | Buy |
+67,741
| New | +$2.53M | 0.23% | 96 |
|
Other funds holding UNM
VPM
VCM
Evergreen Capital Management's UNM Position: Q1 2026 in Review
Evergreen Capital Management increased its Unum (UNM) stake by 47% in Q1 2026, buying an estimated $414K and bringing the position to 17,476 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #426.
Evergreen Capital Management first reported a position in UNM in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.74M in Q4 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Evergreen Capital Management held 17,476 shares of Unum worth $1.28M as of Q1 2026.
- Evergreen Capital Management bought 5,553 Unum shares in Q1 2026, an estimated $414K.
- Unum made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #426 holding.
- Evergreen Capital Management first reported a position in Unum in Q3 2018 and has held it in 31 quarters since.
- Evergreen Capital Management's Unum position peaked at $5.74M in Q4 2021.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.