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Hanlon Investment Management’s Unum UNM Stock Holding History

Hanlon 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
-8,446
Closed -$682K – 209
2025
Q2 		$682K Buy
+8,446
New +$667K 0.49% 72
2024
Q1 		– Sell
-7,369
Closed -$333K – 159
2023
Q4 		$333K Sell
7,369
-760
-9% -$34.6K 0.11% 101
2023
Q3 		$400K Buy
8,129
+1,126
+16% +$55K 0.12% 98
2023
Q2 		$334K Sell
7,003
-468
-6% -$20.4K 0.1% 110
2023
Q1 		$296K Buy
7,471
+2,330
+45% +$96.2K 0.09% 108
2022
Q4 		$211K Buy
+5,141
New +$215K 0.07% 113
2016
Q3 		– Sell
-124,505
Closed -$3.96M – 106
2016
Q2 		$3.96M Buy
+124,505
New +$4.21M 0.34% 91

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