OMERS Administration Corp’s Unum UNM Stock Holding History

OMERS Administration Corp’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	-20,000	Closed	-$1.46M	–	1130
2024 Q4	$1.46M	Sell	20,000 -23,900	-54%	-$1.65M	0.01%	414
2024 Q3	$2.61M	Buy	43,900 +4,700	+12%	+$255K	0.02%	309
2024 Q2	$2M	Buy	+39,200	New	+$2.03M	0.02%	391
2016 Q4	–	Sell	-11,600	Closed	-$410K	–	541
2016 Q3	$410K	Buy	+11,600	New	+$392K	0.01%	507
2015 Q3	–	Sell	-19,900	Closed	-$712K	–	488
2015 Q2	$712K	Buy	+19,900	New	+$696K	0.03%	305

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

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

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

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

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

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

OMERS Administration Corp's UNM Position: Q1 2025 in Review

OMERS Administration Corp sold out of Unum (UNM) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.46M sold.

OMERS Administration Corp first reported a position in UNM in Q2 2015 and held it in 5 quarters. The position peaked at $2.61M in Q3 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

OMERS Administration Corp reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
OMERS Administration Corp sold 20,000 Unum shares in Q1 2025, an estimated $1.46M.
OMERS Administration Corp first reported a position in Unum in Q2 2015 and held it in 5 quarters.
OMERS Administration Corp's Unum position peaked at $2.61M in Q3 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on OMERS Administration Corp's 13F filing for Q1 2025, filed 14 May 2025.