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Freedom Investment Management’s Unum UNM Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-4,593
Closed -$371K – 680
2025
Q2 		$371K Sell
4,593
-372
-7% -$29.4K 0.03% 525
2025
Q1 		$404K Sell
4,965
-14
-0.3% -$1.08K 0.03% 483
2024
Q4 		$364K Sell
4,979
-502
-9% -$34.6K 0.03% 532
2024
Q3 		$326K Sell
5,481
-652
-11% -$35.4K 0.03% 572
2024
Q2 		$313K Buy
6,133
+132
+2% +$6.83K 0.03% 578
2024
Q1 		$322K Sell
6,001
-708
-11% -$34.5K 0.03% 580
2023
Q4 		$303K Buy
6,709
+86
+1% +$3.92K 0.02% 596
2023
Q3 		$326K Sell
6,623
-1,216
-16% -$59.4K 0.04% 473
2023
Q2 		$374K Buy
7,839
+110
+1% +$4.8K 0.04% 478
2023
Q1 		$306K Sell
7,729
-3,652
-32% -$151K 0.03% 547
2022
Q4 		$467K Buy
+11,381
New +$477K 0.05% 455

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Freedom Investment Management's UNM Position: Q3 2025 in Review

Freedom Investment Management sold out of Unum (UNM) in Q3 2025, closing a stake of 4,593 shares — an estimated $371K sold.

Freedom Investment Management first reported a position in UNM in Q4 2022 and held it in 11 quarters. The position peaked at $467K in Q4 2022. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Freedom Investment Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,593 Unum shares in Q3 2025, an estimated $371K.
  • Freedom Investment Management first reported a position in Unum in Q4 2022 and held it in 11 quarters.
  • Freedom Investment Management's Unum position peaked at $467K in Q4 2022.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.