Jacobs Levy Equity Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.2M | Hold |
358,829
| – | – | 0.11% | 185 |
|
|
2025
Q4 | $27.8M | Buy |
358,829
+969
| +0.3% | +$74.1K | 0.11% | 162 |
|
|
2025
Q3 | $27.8M | Sell |
357,860
-180,355
| -34% | -$13.5M | 0.11% | 167 |
|
|
2025
Q2 | $43.5M | Sell |
538,215
-79,077
| -13% | -$6.25M | 0.17% | 129 |
|
|
2025
Q1 | $50.3M | Sell |
617,292
-168,876
| -21% | -$13M | 0.2% | 121 |
|
|
2024
Q4 | $57.4M | Buy |
786,168
+276,466
| +54% | +$19.1M | 0.2% | 118 |
|
|
2024
Q3 | $30.3M | Buy |
509,702
+307,175
| +152% | +$16.7M | 0.12% | 176 |
|
|
2024
Q2 | $10.4M | Buy |
202,527
+20,372
| +11% | +$1.05M | 0.04% | 330 |
|
|
2024
Q1 | $9.77M | Buy |
182,155
+3,004
| +2% | +$146K | 0.04% | 303 |
|
|
2023
Q4 | $8.1M | Buy |
179,151
+44,280
| +33% | +$2.02M | 0.04% | 335 |
|
|
2023
Q3 | $6.63M | Sell |
134,871
-3,703
| -3% | -$181K | 0.04% | 325 |
|
|
2023
Q2 | $6.61M | Sell |
138,574
-5,912
| -4% | -$258K | 0.04% | 335 |
|
|
2023
Q1 | $5.72M | Sell |
144,486
-33,669
| -19% | -$1.39M | 0.04% | 366 |
|
|
2022
Q4 | $7.31M | Sell |
178,155
-2,257
| -1% | -$94.6K | 0.05% | 327 |
|
|
2022
Q3 | $7M | Sell |
180,412
-1,888,776
| -91% | -$69.1M | 0.06% | 324 |
|
|
2022
Q2 | $70.4M | Sell |
2,069,188
-474,128
| -19% | -$16M | 0.54% | 37 |
|
|
2022
Q1 | $80.1M | Sell |
2,543,316
-81,310
| -3% | -$2.27M | 0.54% | 43 |
|
|
2021
Q4 | $64.5M | Sell |
2,624,626
-78,647
| -3% | -$2.01M | 0.43% | 56 |
|
|
2021
Q3 | $67.7M | Buy |
2,703,273
+1,089,880
| +68% | +$28.9M | 0.46% | 51 |
|
|
2021
Q2 | $45.8M | Buy |
1,613,393
+991,420
| +159% | +$29.1M | 0.31% | 84 |
|
|
2021
Q1 | $17.3M | Sell |
621,973
-39,841
| -6% | -$1.03M | 0.13% | 192 |
|
|
2020
Q4 | $15.2M | Buy |
661,814
+4,649
| +0.7% | +$96.1K | 0.13% | 179 |
|
|
2020
Q3 | $11.1M | Buy |
657,165
+271,235
| +70% | +$4.82M | 0.11% | 196 |
|
|
2020
Q2 | $6.4M | Buy |
385,930
+248,837
| +182% | +$3.93M | 0.07% | 294 |
|
|
2020
Q1 | $2.06M | Buy |
+137,093
| New | +$3.3M | 0.03% | 467 |
|
|
2018
Q3 | – | Sell |
-7,530
| Closed | -$279K | – | 1078 |
|
|
2018
Q2 | $279K | Buy |
+7,530
| New | +$314K | ﹤0.01% | 900 |
|
|
2017
Q3 | – | Sell |
-15,720
| Closed | -$733K | – | 1020 |
|
|
2017
Q2 | $733K | Buy |
+15,720
| New | +$723K | 0.02% | 618 |
|
|
2016
Q4 | – | Sell |
-9,070
| Closed | -$320K | – | 1055 |
|
|
2016
Q3 | $320K | Sell |
9,070
-75,760
| -89% | -$2.56M | 0.01% | 798 |
|
|
2016
Q2 | $2.7M | Sell |
84,830
-15,470
| -15% | -$523K | 0.06% | 368 |
|
|
2016
Q1 | $3.1M | Sell |
100,300
-258,175
| -72% | -$7.57M | 0.07% | 310 |
|
|
2015
Q4 | $11.9M | Buy |
358,475
+55,360
| +18% | +$1.91M | 0.24% | 129 |
|
|
2015
Q3 | $9.72M | Buy |
303,115
+189,850
| +168% | +$6.54M | 0.2% | 149 |
|
|
2015
Q2 | $4.05M | Buy |
113,265
+12,990
| +13% | +$454K | 0.08% | 251 |
|
|
2015
Q1 | $3.38M | Buy |
100,275
+16,600
| +20% | +$551K | 0.06% | 290 |
|
|
2014
Q4 | $2.92M | Buy |
+83,675
| New | +$2.83M | 0.05% | 323 |
|
Other funds holding UNM
VPM
VCM
