Oxford Asset Management’s Unum UNM Stock Holding History

Oxford Asset 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
2026 Q1	$260K	Sell	3,567 -3,544	-50%	-$265K	0.11%	279
2025 Q4	$551K	Buy	+7,111	New	+$544K	0.2%	174
2020 Q1	–	Sell	-57,896	Closed	-$1.69M	–	1248
2019 Q4	$1.69M	Buy	57,896 +6,100	+12%	+$177K	0.05%	518
2019 Q3	$1.54M	Sell	51,796 -13,795	-21%	-$410K	0.04%	700
2019 Q2	$2.2M	Sell	65,591 -5,499	-8%	-$190K	0.05%	603
2019 Q1	$2.4M	Buy	71,090 +9,513	+15%	+$331K	0.05%	491
2018 Q4	$1.81M	Buy	61,577 +15,339	+33%	+$537K	0.05%	519
2018 Q3	$1.8M	Buy	+46,238	New	+$1.73M	0.04%	723
2018 Q2	–	Sell	-37,985	Closed	-$1.81M	–	1937
2018 Q1	$1.81M	Sell	37,985 -32,513	-46%	-$1.7M	0.04%	631
2017 Q4	$3.89M	Buy	70,498 +15,298	+28%	+$821K	0.08%	294
2017 Q3	$2.81M	Sell	55,200 -23,832	-30%	-$1.16M	0.05%	438
2017 Q2	$3.69M	Buy	79,032 +34,657	+78%	+$1.59M	0.07%	293
2017 Q1	$2.08M	Buy	+44,375	New	+$2.08M	0.05%	457

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Oxford Asset Management's UNM Position: Q1 2026 in Review

Oxford Asset Management reduced its Unum (UNM) stake by 50% in Q1 2026, selling an estimated $265K and leaving 3,567 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #279.

Oxford Asset Management first reported a position in UNM in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.89M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Oxford Asset Management held 3,567 shares of Unum worth $260K as of Q1 2026.
Oxford Asset Management sold 3,544 Unum shares in Q1 2026, an estimated $265K.
Unum made up 0.11% of Oxford Asset Management's portfolio in Q1 2026, its #279 holding.
Oxford Asset Management first reported a position in Unum in Q1 2017 and has held it in 13 quarters since.
Oxford Asset Management's Unum position peaked at $3.89M in Q4 2017.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.