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Raleigh Capital Management’s Unum UNM Stock Holding History

Raleigh 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
2025
Q1 		– Sell
-20
Closed -$1.46K – 1029
2024
Q4 		$1.46K Hold
20
– – ﹤0.01% 864
2024
Q3 		$1.19K Hold
20
– – ﹤0.01% 873
2024
Q2 		$1.02K Hold
20
– – ﹤0.01% 854
2024
Q1 		$1.07K Sell
20
-517
-96% -$25.2K ﹤0.01% 837
2023
Q4 		$24.3K Sell
537
-45
-8% -$2.05K 0.01% 403
2023
Q3 		$28.7K Buy
582
+22
+4% +$1.07K 0.01% 338
2023
Q2 		$26.7K Buy
+560
New +$24.4K 0.01% 336

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Raleigh Capital Management's UNM Position: Q1 2025 in Review

Raleigh Capital Management sold out of Unum (UNM) in Q1 2025, closing a stake of 20 shares — an estimated $1.46K sold.

Raleigh Capital Management first reported a position in UNM in Q2 2023 and held it in 7 quarters. The position peaked at $28.7K in Q3 2023. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Raleigh Capital Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 20 Unum shares in Q1 2025, an estimated $1.46K.
  • Raleigh Capital Management first reported a position in Unum in Q2 2023 and held it in 7 quarters.
  • Raleigh Capital Management's Unum position peaked at $28.7K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.