Simon Quick Advisors’s Unum UNM Stock Holding History

Simon Quick Advisors’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	-2,486	Closed	-$203K	–	632
2025 Q1	$203K	Buy	+2,486	New	+$192K	0.01%	563
2020 Q4	–	Sell	-234	Closed	-$4K	–	552
2020 Q3	$4K	Sell	234 -129	-36%	-$2.29K	﹤0.01%	386
2020 Q2	$6K	Buy	+363	New	+$5.73K	﹤0.01%	350
2019 Q4	–	Sell	-118	Closed	-$4K	–	685
2019 Q3	$4K	Sell	118 -242	-67%	-$7.19K	﹤0.01%	324
2019 Q2	$12.1K	Sell	360 -23,640	-99%	-$819K	0.01%	212
2019 Q1	$812K	Hold	24,000	–	–	0.34%	30
2018 Q4	$705K	Hold	24,000	–	–	0.26%	37
2018 Q3	$938K	Hold	24,000	–	–	0.38%	29
2018 Q2	$887K	Buy	+24,000	New	+$1M	0.38%	27
2017 Q2	–	Sell	-31,634	Closed	-$1.48M	–	380
2017 Q1	$1.48M	Hold	31,634	–	–	0.88%	24
2016 Q4	$1.39M	Buy	+31,634	New	+$1.27M	1.04%	19

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

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Simon Quick Advisors's UNM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Unum (UNM) in Q2 2025, closing a stake of 2,486 shares — an estimated $203K sold.

Simon Quick Advisors first reported a position in UNM in Q4 2016 and held it in 11 quarters. The position peaked at $1.48M in Q1 2017. 735 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Simon Quick Advisors reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 2,486 Unum shares in Q2 2025, an estimated $203K.
Simon Quick Advisors first reported a position in Unum in Q4 2016 and held it in 11 quarters.
Simon Quick Advisors's Unum position peaked at $1.48M in Q1 2017.
735 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.