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Kapitalo Investimentos’s Unum UNM Stock Holding History

Kapitalo Investimentos’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
-1,397
Closed -$102K – 313
2024
Q4 		$102K Buy
+1,397
New +$96.3K 0.07% 160
2024
Q2 		– Sell
-4,085
Closed -$219K – 306
2024
Q1 		$219K Buy
4,085
+2,806
+219% +$137K 0.05% 235
2023
Q4 		$57.8K Sell
1,279
-4,357
-77% -$198K 0.01% 447
2023
Q3 		$277K Sell
5,636
-4,319
-43% -$211K 0.04% 213
2023
Q2 		$475K Buy
+9,955
New +$434K 0.09% 105

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's UNM Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Unum (UNM) in Q1 2025, closing a stake of 1,397 shares — an estimated $102K sold.

Kapitalo Investimentos first reported a position in UNM in Q2 2023 and held it in 5 quarters. The position peaked at $475K in Q2 2023. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,397 Unum shares in Q1 2025, an estimated $102K.
  • Kapitalo Investimentos first reported a position in Unum in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Unum position peaked at $475K in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.