Lion Street Advisors’s Unum UNM Stock Holding History

Lion Street Advisors’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 Q3	$256K	Buy	10,070 +4,319	+75%	+$324K	0.09%	177
2025 Q2	$464K	Hold	5,751	–	–	0.14%	156
2025 Q1	$468K	Hold	5,751	–	–	0.15%	151
2024 Q4	$420K	Hold	5,751	–	–	0.13%	153
2024 Q3	$342K	Hold	5,751	–	–	0.12%	187
2024 Q2	$294K	Hold	5,751	–	–	0.11%	195
2024 Q1	$260K	Hold	5,751	–	–	0.11%	202
2023 Q4	$260K	Hold	5,751	–	–	0.11%	202
2023 Q3	$283K	Sell	5,751 -4,319	-43%	-$211K	0.09%	196
2023 Q2	$256K	Buy	10,070 +50	+0.5%	+$2.18K	0.09%	193
2023 Q1	$396K	Buy	+10,020	New	+$414K	0.12%	142

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lion Street Advisors's UNM Position: Q3 2025 in Review

Lion Street Advisors increased its Unum (UNM) stake by 75% in Q3 2025, buying an estimated $324K and bringing the position to 10,070 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #177.

Lion Street Advisors first reported a position in UNM in Q1 2023 and has held it in 11 quarters since. The position peaked at $468K in Q1 2025. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Lion Street Advisors held 10,070 shares of Unum worth $256K as of Q3 2025.
Lion Street Advisors bought 4,319 Unum shares in Q3 2025, an estimated $324K.
Unum made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #177 holding.
Lion Street Advisors first reported a position in Unum in Q1 2023 and has held it in 11 quarters since.
Lion Street Advisors's Unum position peaked at $468K in Q1 2025.
673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.