J.M. Forbes & Co’s Unum UNM Stock Holding History

J.M. Forbes & Co’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	-5,320	Closed	-$389K	–	145
2024 Q4	$389K	Buy	+5,320	New	+$367K	0.04%	113

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 $3.37T AUM 44.26% 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

J.M. Forbes & Co's UNM Position: Q1 2025 in Review

J.M. Forbes & Co sold out of Unum (UNM) in Q1 2025, closing a stake of 5,320 shares — an estimated $389K sold.

J.M. Forbes & Co first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $389K in Q4 2024. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

J.M. Forbes & Co reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
J.M. Forbes & Co sold 5,320 Unum shares in Q1 2025, an estimated $389K.
J.M. Forbes & Co first reported a position in Unum in Q4 2024 and held it in 1 quarter.
J.M. Forbes & Co's Unum position peaked at $389K in Q4 2024.
726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on J.M. Forbes & Co's 13F filing for Q1 2025, filed 6 May 2025.