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Petrus Trust Company’s Unum UNM Stock Holding History

Petrus Trust Company’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
-5,997
Closed -$438K – 787
2024
Q4 		$438K Sell
5,997
-9,700
-62% -$669K 0.04% 284
2024
Q3 		$933K Buy
15,697
+3,508
+29% +$190K 0.09% 48
2024
Q2 		$623K Sell
12,189
-4,040
-25% -$209K 0.06% 144
2024
Q1 		$871K Buy
+16,229
New +$791K 0.08% 63
2023
Q4 		– Sell
-4,260
Closed -$210K – 748
2023
Q3 		$210K Sell
4,260
-2,711
-39% -$133K 0.02% 516
2023
Q2 		$333K Buy
+6,971
New +$304K 0.04% 316
2020
Q3 		– Sell
-14,425
Closed -$239K – 367
2020
Q2 		$239K Buy
+14,425
New +$228K 0.03% 128
2020
Q1 		– Sell
-12,823
Closed -$374K – 322
2019
Q4 		$374K Buy
+12,823
New +$373K 0.06% 78
2019
Q3 		– Sell
-8,235
Closed -$276K – 353
2019
Q2 		$276K Buy
+8,235
New +$285K 0.05% 121
2019
Q1 		– Sell
-10,229
Closed -$301K – 315
2018
Q4 		$301K Buy
+10,229
New +$358K 0.07% 87
2018
Q3 		– Sell
-10,554
Closed -$390K – 335
2018
Q2 		$390K Buy
+10,554
New +$440K 0.08% 73
2016
Q2 		– Sell
-6,677
Closed -$206K – 208
2016
Q1 		$206K Buy
+6,677
New +$196K 0.04% 140

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 $3.38T AUM 44.17% 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

Petrus Trust Company's UNM Position: Q1 2025 in Review

Petrus Trust Company sold out of Unum (UNM) in Q1 2025, closing a stake of 5,997 shares — an estimated $438K sold.

Petrus Trust Company first reported a position in UNM in Q1 2016 and held it in 12 quarters. The position peaked at $933K in Q3 2024. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Petrus Trust Company reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,997 Unum shares in Q1 2025, an estimated $438K.
  • Petrus Trust Company first reported a position in Unum in Q1 2016 and held it in 12 quarters.
  • Petrus Trust Company's Unum position peaked at $933K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.