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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 $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 $3.38T AUM 44.17% 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

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

Hanlon Investment Management sold out of Unum (UNM) in Q3 2025, closing a stake of 8,446 shares — an estimated $682K sold.

Hanlon Investment Management first reported a position in UNM in Q2 2016 and held it in 7 quarters. The position peaked at $3.96M in Q2 2016. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Hanlon Investment Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Hanlon Investment Management sold 8,446 Unum shares in Q3 2025, an estimated $682K.
  • Hanlon Investment Management first reported a position in Unum in Q2 2016 and held it in 7 quarters.
  • Hanlon Investment Management's Unum position peaked at $3.96M in Q2 2016.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

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