Ground Swell Capital’s Unum UNM Stock Holding History

Ground Swell Capital’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	-3,665	Closed	-$268K	–	262
2024 Q4	$268K	Buy	+3,665	New	+$253K	0.4%	58
2014 Q3	$15K	Buy	429 +139	+48%	+$4.89K	0.03%	708
2014 Q2	$10K	Buy	+290	New	+$9.9K	0.02%	729

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

Ground Swell Capital's UNM Position: Q1 2025 in Review

Ground Swell Capital sold out of Unum (UNM) in Q1 2025, closing a stake of 3,665 shares — an estimated $268K sold.

Ground Swell Capital first reported a position in UNM in Q2 2014 and held it in 3 quarters. The position peaked at $268K in Q4 2024. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Ground Swell Capital reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 3,665 Unum shares in Q1 2025, an estimated $268K.
Ground Swell Capital first reported a position in Unum in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Unum position peaked at $268K in Q4 2024.
727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.