Massar Capital Management’s Unum UNM Stock Holding History

Massar Capital Management’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	–	Sell	-51,691	Closed	-$3.77M	–	154
2024 Q4	$3.77M	Buy	+51,691	New	+$3.56M	4.29%	6

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Massar Capital Management's UNM Position: Q1 2025 in Review

Massar Capital Management sold out of Unum (UNM) in Q1 2025, closing a stake of 51,691 shares — an estimated $3.77M sold.

Massar Capital Management first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $3.77M in Q4 2024. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Massar Capital Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Massar Capital Management sold 51,691 Unum shares in Q1 2025, an estimated $3.77M.
Massar Capital Management first reported a position in Unum in Q4 2024 and held it in 1 quarter.
Massar Capital Management's Unum position peaked at $3.77M in Q4 2024.
727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Massar Capital Management's 13F filing for Q1 2025, filed 15 May 2025.