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Lane & Associates’s Unum UNM Stock Holding History

Lane & 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
Q1 		$408K Sell
5,013
-129
-3% -$9.95K 0.22% 75
2024
Q4 		$392K Sell
5,142
-75
-1% -$5.17K 0.2% 84
2024
Q3 		$310K Buy
5,217
+564
+12% +$30.6K 0.17% 90
2024
Q2 		$238K Buy
4,653
+105
+2% +$5.43K 0.14% 100
2024
Q1 		$244K Buy
+4,548
New +$222K 0.15% 101

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

Lane & Associates's UNM Position: Q1 2025 in Review

Lane & Associates reduced its Unum (UNM) stake by 2.5% in Q1 2025, selling an estimated $9.95K and leaving 5,013 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #75.

Lane & Associates first reported a position in UNM in Q1 2024 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Lane & Associates held 5,013 shares of Unum worth $408K as of Q1 2025.
  • Lane & Associates sold 129 Unum shares in Q1 2025, an estimated $9.95K.
  • Unum made up 0.22% of Lane & Associates's portfolio in Q1 2025, its #75 holding.
  • Lane & Associates first reported a position in Unum in Q1 2024 and has held it in 5 quarters since.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.