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
2022 Q2	–	Sell	-9,200	Closed	-$290K	–	2071
2022 Q1	$290K	Sell	9,200 -700	-7%	-$19.6K	0.01%	1086
2021 Q4	$243K	Buy	+9,900	New	+$253K	0.01%	1455
2019 Q3	–	Sell	-3,000	Closed	-$101K	–	2061
2019 Q2	$101K	Hold	3,000	–	–	0.01%	947
2019 Q1	$101K	Hold	3,000	–	–	0.01%	928
2018 Q4	$88K	Buy	+3,000	New	+$105K	0.01%	973

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

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.