LC
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Lindbrook Capital’s Unum UNM Stock Holding History

Lindbrook Capital’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 		$75.8K Hold
931
– – 0.01% 799
2024
Q4 		$68K Hold
931
– – 0.01% 689
2024
Q3 		$55.3K Sell
931
-392
-30% -$21.3K ﹤0.01% 776
2024
Q2 		$67.6K Sell
1,323
-56
-4% -$2.9K 0.01% 676
2024
Q1 		$74K Sell
1,379
-218
-14% -$10.6K 0.01% 640
2023
Q4 		$72.2K Sell
1,597
-26
-2% -$1.18K 0.01% 626
2023
Q3 		$79.8K Buy
1,623
+16
+1% +$782 0.01% 525
2023
Q2 		$76.7K Buy
1,607
+37
+2% +$1.61K 0.01% 564
2023
Q1 		$62.1K Sell
1,570
-10
-0.6% -$413 0.01% 613
2022
Q4 		$64.8K Buy
1,580
+158
+11% +$6.62K 0.01% 601
2022
Q3 		$55K Buy
1,422
+13
+0.9% +$475 0.01% 615
2022
Q2 		$48K Buy
1,409
+395
+39% +$13.4K 0.01% 674
2022
Q1 		$32K Sell
1,014
-161
-14% -$4.5K ﹤0.01% 846
2021
Q4 		$29K Hold
1,175
– – ﹤0.01% 900
2021
Q3 		$29K Hold
1,175
– – 0.01% 617
2021
Q2 		$33K Hold
1,175
– – 0.01% 610
2021
Q1 		$33K Hold
1,175
– – 0.01% 575
2020
Q4 		$27K Hold
1,175
– – 0.01% 594
2020
Q3 		$20K Hold
1,175
– – 0.01% 609
2020
Q2 		$19K Buy
1,175
+785
+201% +$12.4K 0.01% 628
2020
Q1 		$6K Buy
+390
New +$9.38K ﹤0.01% 946

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's UNM Position: Q1 2025 in Review

Lindbrook Capital held its Unum (UNM) position steady in Q1 2025 at 931 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #799.

Lindbrook Capital first reported a position in UNM in Q1 2020 and has held it in 21 quarters since. The position peaked at $79.8K in Q3 2023. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Lindbrook Capital held 931 shares of Unum worth $75.8K as of Q1 2025.
  • Lindbrook Capital left its Unum share count unchanged in Q1 2025.
  • Unum made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #799 holding.
  • Lindbrook Capital first reported a position in Unum in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Unum position peaked at $79.8K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.