MC
UNM icon

Machina Capital’s Unum UNM Stock Holding History

Machina 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
2026
Q1 		$223K Buy
+3,047
New +$227K 0.04% 339
2025
Q1 		– Sell
-3,642
Closed -$266K – 380
2024
Q4 		$266K Sell
3,642
-4,282
-54% -$295K 0.11% 234
2024
Q3 		$471K Buy
+7,924
New +$430K 0.19% 183
2023
Q2 		– Sell
-1,586
Closed -$62.7K – 522
2023
Q1 		$62.7K Buy
+1,586
New +$65.5K 0.06% 305
2020
Q1 		– Sell
-7,196
Closed -$210K – 283
2019
Q4 		$210K Buy
+7,196
New +$209K 0.08% 320
2019
Q3 		– Sell
-4,767
Closed -$160K – 506
2019
Q2 		$160K Buy
4,767
+116
+2% +$4.02K 0.06% 309
2019
Q1 		$157K Buy
+4,651
New +$162K 0.06% 255

Other funds holding UNM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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State Street
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return