GCM
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Genus Capital Management’s Unum UNM Stock Holding History

Genus Capital 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
Q1 		– Sell
-5,305
Closed -$387K – 354
2024
Q4 		$387K Buy
5,305
+100
+2% +$6.89K 0.05% 152
2024
Q3 		$309K Hold
5,205
– – 0.04% 169
2024
Q2 		$266K Buy
+5,205
New +$269K 0.04% 171
2024
Q1 		– Sell
-5,545
Closed -$251K – 373
2023
Q4 		$251K Buy
+5,545
New +$253K 0.04% 176

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Genus Capital Management's UNM Position: Q3 2025 in Review

Genus Capital Management sold out of Unum (UNM) in Q3 2025, closing a stake of 5,595 shares — an estimated $452K sold.

Genus Capital Management first reported a position in UNM in Q2 2023 and held it in 5 quarters. The position peaked at $3.28M in Q2 2023. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Genus Capital Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Genus Capital Management sold 5,595 Unum shares in Q3 2025, an estimated $452K.
  • Genus Capital Management first reported a position in Unum in Q2 2023 and held it in 5 quarters.
  • Genus Capital Management's Unum position peaked at $3.28M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

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