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 Q2	–	Sell	-3,567	Closed	-$260K	–	642
2026 Q1	$260K	Sell	3,567 -3,544	-50%	-$265K	0.11%	296
2025 Q4	$551K	Buy	+7,111	New	+$544K	0.19%	182
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Oxford Asset Management's UNM Position: Q2 2026 in Review

Oxford Asset Management sold out of Unum (UNM) in Q2 2026, closing a stake of 3,567 shares — an estimated $260K sold.

Oxford Asset Management first reported a position in UNM in Q1 2017 and held it in 13 quarters. The position peaked at $3.89M in Q4 2017. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Oxford Asset Management reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 3,567 Unum shares in Q2 2026, an estimated $260K.
Oxford Asset Management first reported a position in Unum in Q1 2017 and held it in 13 quarters.
Oxford Asset Management's Unum position peaked at $3.89M in Q4 2017.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.