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Kelly Lawrence W & Associates’s Unum UNM Stock Holding History

Kelly Lawrence W & Associates’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
Q4 		– Sell
-1,000
Closed -$77.8K – 155
2025
Q3 		$77.8K Hold
1,000
– – 0.02% 101
2025
Q2 		$80.8K Hold
1,000
– – 0.02% 100
2025
Q1 		$81.5K Hold
1,000
– – 0.02% 106
2024
Q4 		$73K Hold
1,000
– – 0.02% 107
2024
Q3 		$59.4K Hold
1,000
– – 0.01% 113
2024
Q2 		$51.1K Buy
1,000
+500
+100% +$25.9K 0.01% 117
2024
Q1 		$26.8K Buy
+500
New +$24.4K 0.01% 134
2022
Q1 		– Sell
-36,875
Closed -$906K – 166
2021
Q4 		$906K Sell
36,875
-5,300
-13% -$136K 0.18% 49
2021
Q3 		$1.06M Buy
42,175
+400
+1% +$10.6K 0.22% 47
2021
Q2 		$1.19M Sell
41,775
-1,500
-3% -$44.1K 0.26% 44
2021
Q1 		$1.21M Buy
43,275
+29,675
+218% +$770K 0.29% 42
2020
Q4 		$312K Sell
13,600
-125
-0.9% -$2.58K 0.12% 48
2020
Q3 		$231K Sell
13,725
-326,275
-96% -$5.8M 0.07% 56
2020
Q2 		$5.64M Buy
+340,000
New +$5.37M 1.17% 27
2016
Q1 		– Sell
-390,480
Closed -$13M – 169
2015
Q4 		$13M Buy
390,480
+12,700
+3% +$438K 2.94% 14
2015
Q3 		$12.1M Sell
377,780
-6,000
-2% -$207K 2.81% 13
2015
Q2 		$13.7M Buy
383,780
+381,980
+21,221% +$13.4M 2.73% 11
2015
Q1 		$61K Hold
1,800
– – 0.01% 98
2014
Q4 		$63K Buy
+1,800
New +$60.8K 0.01% 102
2014
Q3 		– Sell
-1,925
Closed -$67K – 112
2014
Q2 		$67K Hold
1,925
– – 0.01% 99
2014
Q1 		$68K Sell
1,925
-1,175
-38% -$40.1K 0.02% 96
2013
Q4 		$109K Buy
+3,100
New +$102K 0.02% 94
2013
Q3 		– Sell
-2,200
Closed -$65K – 106
2013
Q2 		$65K Buy
+2,200
New +$61.3K 0.02% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Kelly Lawrence W & Associates's UNM Position: Q4 2025 in Review

Kelly Lawrence W & Associates sold out of Unum (UNM) in Q4 2025, closing a stake of 1,000 shares — an estimated $77.8K sold.

Kelly Lawrence W & Associates first reported a position in UNM in Q2 2013 and held it in 23 quarters. The position peaked at $13.7M in Q2 2015. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Kelly Lawrence W & Associates reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 1,000 Unum shares in Q4 2025, an estimated $77.8K.
  • Kelly Lawrence W & Associates first reported a position in Unum in Q2 2013 and held it in 23 quarters.
  • Kelly Lawrence W & Associates's Unum position peaked at $13.7M in Q2 2015.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.