Sierra Ocean’s Unum UNM Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-21	Closed	-$1.7K	–	915
2025 Q2	$1.7K	Hold	21	–	–	﹤0.01%	791
2025 Q1	$1.71K	Hold	21	–	–	﹤0.01%	811
2024 Q4	$1.53K	Buy	+21	New	+$1.45K	﹤0.01%	826

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sierra Ocean's UNM Position: Q3 2025 in Review

Sierra Ocean sold out of Unum (UNM) in Q3 2025, closing a stake of 21 shares — an estimated $1.7K sold.

Sierra Ocean first reported a position in UNM in Q4 2024 and held it in 3 quarters. The position peaked at $1.71K in Q1 2025. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Sierra Ocean reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 21 Unum shares in Q3 2025, an estimated $1.7K.
Sierra Ocean first reported a position in Unum in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Unum position peaked at $1.71K in Q1 2025.
674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.