NJ State Employees Deferred Compensation Plan’s Unum UNM Stock Holding History

NJ State Employees Deferred Compensation Plan’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 Q4	–	Sell	-28,000	Closed	-$2.18M	–	393
2025 Q3	$2.18M	Hold	28,000	–	–	0.24%	96
2025 Q2	$2.26M	Hold	28,000	–	–	0.27%	84
2025 Q1	$2.28M	Hold	28,000	–	–	0.29%	78
2024 Q4	$2.04M	Hold	28,000	–	–	0.25%	88
2024 Q3	$1.66M	Hold	28,000	–	–	0.2%	116
2024 Q2	$1.43M	Hold	28,000	–	–	0.18%	124
2024 Q1	$1.5M	Hold	28,000	–	–	0.19%	117
2023 Q4	$1.27M	Hold	28,000	–	–	0.17%	131
2023 Q3	$1.38M	Hold	28,000	–	–	0.21%	115
2023 Q2	$1.34M	Hold	28,000	–	–	0.19%	122
2023 Q1	$1.11M	Hold	28,000	–	–	0.17%	139
2022 Q4	$1.15M	Hold	28,000	–	–	0.19%	136
2022 Q3	$1.09M	Hold	28,000	–	–	0.19%	131
2022 Q2	$953K	Hold	28,000	–	–	0.16%	152
2022 Q1	$882K	Hold	28,000	–	–	0.12%	179
2021 Q4	$688K	Hold	28,000	–	–	0.09%	234
2021 Q3	$702K	Hold	28,000	–	–	0.1%	224
2021 Q2	$795K	Hold	28,000	–	–	0.11%	210
2021 Q1	$779K	Hold	28,000	–	–	0.11%	199
2020 Q4	$642K	Hold	28,000	–	–	0.1%	210
2020 Q3	$471K	Hold	28,000	–	–	0.08%	231
2020 Q2	$465K	Hold	28,000	–	–	0.09%	233
2020 Q1	$420K	Hold	28,000	–	–	0.1%	207
2019 Q4	$816K	Hold	28,000	–	–	0.14%	152
2019 Q3	$832K	Hold	28,000	–	–	0.15%	134
2019 Q2	$939K	Hold	28,000	–	–	0.17%	125
2019 Q1	$947K	Hold	28,000	–	–	0.17%	123
2018 Q4	$823K	Hold	28,000	–	–	0.17%	127
2018 Q3	$1.09M	Hold	28,000	–	–	0.19%	116
2018 Q2	$1.04M	Hold	28,000	–	–	0.19%	125
2018 Q1	$1.33M	Hold	28,000	–	–	0.24%	100
2017 Q4	$1.54M	Hold	28,000	–	–	0.27%	89
2017 Q3	$1.43M	Hold	28,000	–	–	0.26%	100
2017 Q2	$1.31M	Hold	28,000	–	–	0.25%	129
2017 Q1	$1.31M	Hold	28,000	–	–	0.25%	131
2016 Q4	$1.23M	Hold	28,000	–	–	0.24%	141
2016 Q3	$989K	Hold	28,000	–	–	0.2%	172
2016 Q2	$890K	Hold	28,000	–	–	0.19%	186
2016 Q1	$865K	Hold	28,000	–	–	0.18%	183
2015 Q4	$932K	Hold	28,000	–	–	0.19%	178
2015 Q3	$898K	Hold	28,000	–	–	0.19%	174
2015 Q2	$1M	Hold	28,000	–	–	0.19%	180
2015 Q1	$944K	Hold	28,000	–	–	0.18%	195
2014 Q4	$977K	Hold	28,000	–	–	0.19%	185
2014 Q3	$963K	Hold	28,000	–	–	0.2%	166
2014 Q2	$973K	Hold	28,000	–	–	0.19%	183
2014 Q1	$989K	Hold	28,000	–	–	0.2%	174
2013 Q4	$982K	Hold	28,000	–	–	0.2%	171
2013 Q3	$852K	Hold	28,000	–	–	0.19%	189
2013 Q2	$822K	Buy	+28,000	New	+$780K	0.19%	181

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's UNM Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of Unum (UNM) in Q4 2025, closing a stake of 28,000 shares — an estimated $2.18M sold.

NJ State Employees Deferred Compensation Plan first reported a position in UNM in Q2 2013 and held it in 50 quarters. The position peaked at $2.28M in Q1 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 28,000 Unum shares in Q4 2025, an estimated $2.18M.
NJ State Employees Deferred Compensation Plan first reported a position in Unum in Q2 2013 and held it in 50 quarters.
NJ State Employees Deferred Compensation Plan's Unum position peaked at $2.28M in Q1 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.