Lingohr Asset Management’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,795
Closed -$549K 107
2025
Q2
$549K Sell
6,795
-66,583
-91% -$5.26M 1% 41
2025
Q1
$5.95M Buy
73,378
+62,787
+593% +$4.84M 1.49% 24
2024
Q4
$769K Sell
10,591
-4,253
-29% -$293K 1.59% 22
2024
Q3
$876K Buy
14,844
+300
+2% +$16.3K 2.12% 15
2024
Q2
$737K Hold
14,544
1.84% 20
2024
Q1
$775K Buy
14,544
+53
+0.4% +$2.58K 1.94% 17
2023
Q4
$650K Hold
14,491
1.48% 30
2023
Q3
$707K Buy
14,491
+3,891
+37% +$190K 1.83% 9
2023
Q2
$502K Hold
10,600
1.28% 51
2023
Q1
$416K Hold
10,600
1.06% 62
2022
Q4
$431K Hold
10,600
1.21% 36
2022
Q3
$483K Buy
+10,600
New +$388K 1.33% 24
2021
Q1
Sell
-16,194
Closed -$371K 115
2020
Q4
$371K Sell
16,194
-306
-2% -$6.33K 1.07% 47
2020
Q3
$278K Buy
+16,500
New +$293K 0.98% 80
2019
Q2
Sell
-27,400
Closed -$912K 137
2019
Q1
$912K Sell
27,400
-700
-2% -$24.4K 0.94% 39
2018
Q4
$815K Sell
28,100
-4,300
-13% -$150K 0.88% 56
2018
Q3
$1.27M Sell
32,400
-6,500
-17% -$243K 0.86% 38
2018
Q2
$1.44M Buy
38,900
+7,100
+22% +$296K 0.9% 34
2018
Q1
$1.51M Buy
31,800
+2,500
+9% +$131K 0.95% 38
2017
Q4
$1.61M Sell
29,300
-500
-2% -$26.8K 0.85% 32
2017
Q3
$1.56M Sell
29,800
-1,900
-6% -$92.7K 0.8% 31
2017
Q2
$1.49M Sell
31,700
-100
-0.3% -$4.6K 0.86% 30
2017
Q1
$1.49M Buy
31,800
+11,700
+58% +$548K 0.81% 28
2016
Q4
$883K Sell
20,100
-900
-4% -$36K 0.54% 65
2016
Q3
$742K Sell
21,000
-100
-0.5% -$3.38K 0.67% 60
2016
Q2
$671K Buy
+21,100
New +$714K 0.68% 56
2015
Q4
Sell
-25,100
Closed -$780K 103
2015
Q3
$780K Hold
25,100
0.37% 62
2015
Q2
$896K Sell
25,100
-3,500
-12% -$122K 0.52% 58
2015
Q1
$962K Sell
28,600
-116,900
-80% -$3.88M 0.56% 63
2014
Q4
$5.06M Sell
145,500
-141,900
-49% -$4.79M 1.25% 33
2014
Q3
$9.88M Buy
287,400
+141,900
+98% +$4.99M 1.43% 28
2014
Q2
$5.06M Buy
145,500
+8,900
+7% +$304K 1.25% 33
2014
Q1
$4.82M Sell
136,600
-36,800
-21% -$1.26M 0.99% 45
2013
Q4
$6.08M Buy
173,400
+4,600
+3% +$151K 1.22% 34
2013
Q3
$5.14M Sell
168,800
-300
-0.2% -$9.21K 0.87% 49
2013
Q2
$4.97M Buy
+169,100
New +$4.71M 0.92% 44

Other funds holding UNM

Lingohr Asset Management's UNM Position: Q3 2025 in Review

Lingohr Asset Management sold out of Unum (UNM) in Q3 2025, closing a stake of 6,795 shares — an estimated $549K sold.

Lingohr Asset Management first reported a position in UNM in Q2 2013 and held it in 36 quarters. The position peaked at $9.88M in Q3 2014. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Lingohr Asset Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Lingohr Asset Management sold 6,795 Unum shares in Q3 2025, an estimated $549K.
  • Lingohr Asset Management first reported a position in Unum in Q2 2013 and held it in 36 quarters.
  • Lingohr Asset Management's Unum position peaked at $9.88M in Q3 2014.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.