NEI
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Northwest & Ethical Investments’s Unum UNM Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-14,034
Closed -$1.13M – 547
2025
Q2 		$1.13M Sell
14,034
-4,700
-25% -$371K 0.03% 320
2025
Q1 		$1.52M Buy
18,734
+15,834
+546% +$1.22M 0.04% 274
2024
Q4 		$212K Buy
+2,900
New +$200K 0.01% 400
2018
Q4 		– Sell
-2,000
Closed -$78.1K – 406
2018
Q3 		$78.1K Sell
2,000
-1,600
-44% -$59.7K ﹤0.01% 339
2018
Q2 		$133K Sell
3,600
-38,777
-92% -$1.62M 0.01% 342
2018
Q1 		$2.02M Buy
42,377
+700
+2% +$36.6K 0.14% 216
2017
Q4 		$2.29M Buy
41,677
+39,477
+1,794% +$2.12M 0.15% 200
2017
Q3 		$128K Buy
2,200
+100
+5% +$4.88K 0.01% 333
2017
Q2 		$97.9K Sell
2,100
-61,544
-97% -$2.83M 0.01% 343
2017
Q1 		$2.98M Sell
63,644
-700
-1% -$32.8K 0.2% 136
2016
Q4 		$2.83M Buy
64,344
+24,300
+61% +$972K 0.19% 132
2016
Q3 		$1.41M Buy
+40,044
New +$1.35M 0.1% 215

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northwest & Ethical Investments's UNM Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of Unum (UNM) in Q3 2025, closing a stake of 14,034 shares — an estimated $1.13M sold.

Northwest & Ethical Investments first reported a position in UNM in Q3 2016 and held it in 12 quarters. The position peaked at $2.98M in Q1 2017. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 14,034 Unum shares in Q3 2025, an estimated $1.13M.
  • Northwest & Ethical Investments first reported a position in Unum in Q3 2016 and held it in 12 quarters.
  • Northwest & Ethical Investments's Unum position peaked at $2.98M in Q1 2017.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.