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Prelude Capital Management’s Unum UNM Stock Holding History

Prelude Capital 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 		– Sell
-3,194
Closed -$248K – 1605
2025
Q4 		$248K Buy
+3,194
New +$244K 0.02% 905
2021
Q2 		– Sell
-29,467
Closed -$820K – 1984
2021
Q1 		$820K Buy
29,467
+20,667
+235% +$536K 0.02% 679
2020
Q4 		$202K Sell
8,800
-12,472
-59% -$258K 0.01% 1115
2020
Q3 		$358K Sell
21,272
-9,040
-30% -$161K 0.02% 511
2020
Q2 		$503K Buy
30,312
+11,954
+65% +$189K 0.03% 475
2020
Q1 		$276K Buy
18,358
+15,636
+574% +$376K 0.02% 397
2019
Q4 		$79K Buy
2,722
+1,616
+146% +$47K ﹤0.01% 1192
2019
Q3 		$33K Sell
1,106
-8,284
-88% -$246K ﹤0.01% 1292
2019
Q2 		$315K Buy
9,390
+8,608
+1,101% +$298K 0.02% 600
2019
Q1 		$26K Sell
782
-1,138
-59% -$39.6K ﹤0.01% 1271
2018
Q4 		$56K Sell
1,920
-90
-4% -$3.15K ﹤0.01% 1091
2018
Q3 		$79K Buy
2,010
+1,091
+119% +$40.7K ﹤0.01% 1017
2018
Q2 		$34K Buy
+919
New +$38.3K ﹤0.01% 1238
2017
Q4 		– Sell
-91
Closed -$5K – 1734
2017
Q3 		$5K Sell
91
-283
-76% -$13.8K ﹤0.01% 1511
2017
Q2 		$17K Buy
+374
New +$17.2K ﹤0.01% 1302
2016
Q2 		– Sell
-9,088
Closed -$281K – 1753
2016
Q1 		$281K Buy
+9,088
New +$267K 0.04% 431
2015
Q3 		– Sell
-1,531
Closed -$55K – 1806
2015
Q2 		$55K Buy
+1,531
New +$53.5K 0.01% 1125
2015
Q1 		– Sell
-9,953
Closed -$347K – 2195
2014
Q4 		$347K Buy
+9,953
New +$336K 0.05% 434
2014
Q1 		– Sell
-350
Closed -$12K – 2116
2013
Q4 		$12K Buy
+350
New +$11.5K ﹤0.01% 1456

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prelude Capital Management's UNM Position: Q1 2026 in Review

Prelude Capital Management sold out of Unum (UNM) in Q1 2026, closing a stake of 3,194 shares — an estimated $248K sold.

Prelude Capital Management first reported a position in UNM in Q4 2013 and held it in 19 quarters. The position peaked at $820K in Q1 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Prelude Capital Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 3,194 Unum shares in Q1 2026, an estimated $248K.
  • Prelude Capital Management first reported a position in Unum in Q4 2013 and held it in 19 quarters.
  • Prelude Capital Management's Unum position peaked at $820K in Q1 2021.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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