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Old Second National Bank of Aurora’s Unum UNM Stock Holding History

Old Second National Bank of Aurora’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
-6
Closed -$438 – 494
2024
Q4 		$438 Buy
+6
New +$414 ﹤0.01% 471
2019
Q3 		– Sell
-76,868
Closed -$2.58M – 374
2019
Q2 		$2.58M Sell
76,868
-845
-1% -$29.3K 0.91% 48
2019
Q1 		$2.63M Buy
77,713
+559
+0.7% +$19.5K 0.94% 41
2018
Q4 		$2.27M Buy
77,154
+533
+0.7% +$18.7K 0.92% 44
2018
Q3 		$2.99M Sell
76,621
-604
-0.8% -$22.5K 1.09% 28
2018
Q2 		$2.86M Sell
77,225
-468
-0.6% -$19.5K 1.12% 29
2018
Q1 		$3.7M Buy
77,693
+530
+0.7% +$27.7K 1.48% 15
2017
Q4 		$4.24M Sell
77,163
-1,455
-2% -$78.1K 1.68% 11
2017
Q3 		$4.02M Sell
78,618
-4,049
-5% -$198K 1.67% 12
2017
Q2 		$3.85M Sell
82,667
-629
-0.8% -$28.9K 1.66% 13
2017
Q1 		$3.91M Sell
83,296
-4,853
-6% -$227K 1.75% 12
2016
Q4 		$3.87M Sell
88,149
-1,196
-1% -$47.9K 1.74% 13
2016
Q3 		$3.15M Sell
89,345
-1,372
-2% -$46.4K 1.45% 20
2016
Q2 		$2.88M Buy
90,717
+538
+0.6% +$18.2K 1.34% 21
2016
Q1 		$2.79M Buy
90,179
+31,133
+53% +$913K 1.34% 24
2015
Q4 		$1.97M Sell
59,046
-3,572
-6% -$123K 0.96% 43
2015
Q3 		$2.01M Sell
62,618
-4,471
-7% -$154K 1.01% 40
2015
Q2 		$2.4M Sell
67,089
-3,745
-5% -$131K 1.09% 38
2015
Q1 		$2.39M Sell
70,834
-6,444
-8% -$214K 1.06% 37
2014
Q4 		$2.7M Hold
77,278
– – 1.18% 33
2014
Q3 		$2.66M Sell
77,278
-1,214
-2% -$42.7K 1.3% 28
2014
Q2 		$2.73M Sell
78,492
-665
-0.8% -$22.7K 1.34% 29
2014
Q1 		$2.79M Sell
79,157
-16,084
-17% -$549K 1.41% 28
2013
Q4 		$3.34M Buy
+95,241
New +$3.12M 1.38% 30

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Old Second National Bank of Aurora's UNM Position: Q1 2025 in Review

Old Second National Bank of Aurora sold out of Unum (UNM) in Q1 2025, closing a stake of 6 shares — an estimated $438 sold.

Old Second National Bank of Aurora first reported a position in UNM in Q4 2013 and held it in 24 quarters. The position peaked at $4.24M in Q4 2017. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Old Second National Bank of Aurora reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 6 Unum shares in Q1 2025, an estimated $438.
  • Old Second National Bank of Aurora first reported a position in Unum in Q4 2013 and held it in 24 quarters.
  • Old Second National Bank of Aurora's Unum position peaked at $4.24M in Q4 2017.
  • 726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2025, filed 21 Apr 2025.