Sherbrooke Park Advisers’s Unum UNM Stock Holding History

Sherbrooke Park Advisers’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 Q2	–	Sell	-4,087	Closed	-$333K	–	789
2025 Q1	$333K	Buy	+4,087	New	+$315K	0.16%	265
2023 Q4	–	Sell	-5,705	Closed	-$281K	–	688
2023 Q3	$281K	Buy	+5,705	New	+$279K	0.09%	341

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sherbrooke Park Advisers's UNM Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Unum (UNM) in Q2 2025, closing a stake of 4,087 shares — an estimated $333K sold.

Sherbrooke Park Advisers first reported a position in UNM in Q3 2023 and held it in 2 quarters. The position peaked at $333K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 4,087 Unum shares in Q2 2025, an estimated $333K.
Sherbrooke Park Advisers first reported a position in Unum in Q3 2023 and held it in 2 quarters.
Sherbrooke Park Advisers's Unum position peaked at $333K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.