Simplex Trading
UNM icon

Simplex Trading’s Unum UNM Stock Holding History

Simplex Trading’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
2026
Q1 		$94.9K Sell
1,300
-3,200
-71% -$239K ﹤0.01% 5147
2025
Q4 		$349K Sell
4,500
-3,600
-44% -$275K ﹤0.01% 3669
2025
Q3 		$630K Buy
8,100
+2,500
+45% +$187K ﹤0.01% 3550
2025
Q2 		$452K Sell
5,600
-1,100
-16% -$86.9K ﹤0.01% 3601
2025
Q1 		$545K Sell
6,700
-14,700
-69% -$1.13M ﹤0.01% 3313
2024
Q4 		$1.56M Buy
21,400
+4,400
+26% +$303K ﹤0.01% 2411
2024
Q3 		$1.01M Buy
17,000
+300
+2% +$16.3K ﹤0.01% 2910
2024
Q2 		$853K Sell
16,700
-8,600
-34% -$445K ﹤0.01% 3088
2024
Q1 		$1.36M Sell
25,300
-51,600
-67% -$2.52M ﹤0.01% 2802
2023
Q4 		$3.48M Buy
76,900
+37,600
+96% +$1.71M ﹤0.01% 1862
2023
Q3 		$1.93M Buy
39,300
+12,100
+44% +$592K ﹤0.01% 2106
2023
Q2 		$1.3M Sell
27,200
-9,900
-27% -$432K ﹤0.01% 2359
2023
Q1 		$1.47M Sell
37,100
-13,200
-26% -$545K ﹤0.01% 2219
2022
Q4 		$2.06M Buy
50,300
+11,300
+29% +$473K ﹤0.01% 1841
2022
Q3 		$1.51M Sell
39,000
-11,300
-22% -$413K ﹤0.01% 2225
2022
Q2 		$1.71M Buy
50,300
+13,100
+35% +$443K ﹤0.01% 2033
2022
Q1 		$1.17M Buy
37,200
+24,500
+193% +$685K ﹤0.01% 2730
2021
Q4 		$312K Sell
12,700
-13,400
-51% -$343K ﹤0.01% 4510
2021
Q3 		$752K Hold
26,100
– – ﹤0.01% 3498
2021
Q2 		$741K Buy
26,100
+25,702
+6,458% +$755K ﹤0.01% 3563
2021
Q1 		$1.11M Buy
398
+128
+47% +$3.32K ﹤0.01% 2277
2020
Q4 		$619K Sell
270
-79
-23% -$1.63K ﹤0.01% 3157
2020
Q3 		$587K Buy
349
+140
+67% +$2.49K ﹤0.01% 2806
2020
Q2 		$346K Buy
209
+109
+109% +$1.72K ﹤0.01% 3348
2020
Q1 		$150K Buy
100
+67
+203% +$1.61K ﹤0.01% 3923
2019
Q4 		$96K Sell
33
-63
-66% -$1.83K ﹤0.01% 4562
2019
Q3 		$285K Buy
96
+38
+66% +$1.13K ﹤0.01% 3226
2019
Q2 		$194K Sell
58
-76
-57% -$2.63K ﹤0.01% 3498
2019
Q1 		$453K Sell
134
-580
-81% -$20.2K ﹤0.01% 2762
2018
Q4 		$2.1M Buy
714
+451
+171% +$15.8K 0.01% 1057
2018
Q3 		$1.03M Buy
263
+86
+49% +$3.21K ﹤0.01% 1855
2018
Q2 		$654K Buy
177
+171
+2,850% +$7.13K ﹤0.01% 2195
2018
Q1 		$2K Sell
6
-1
-14% -$52 ﹤0.01% 5357
2017
Q4 		$4K Buy
7
+1
+17% +$54 ﹤0.01% 4755
2017
Q3 		$1K Buy
+6
New +$293 ﹤0.01% 5590
2017
Q2 		– Sell
-69
Closed -$8K – 6831
2017
Q1 		$8K Buy
69
+21
+44% +$983 ﹤0.01% 4201
2016
Q4 		$10K Buy
48
+17
+55% +$680 ﹤0.01% 3766
2016
Q3 		$3K Sell
31
-155
-83% -$5.24K ﹤0.01% 4741
2016
Q2 		$8K Buy
186
+139
+296% +$4.7K ﹤0.01% 3834
2016
Q1 		$3K Sell
47
-106
-69% -$3.11K ﹤0.01% 4541
2015
Q4 		$10K Buy
153
+68
+80% +$2.35K ﹤0.01% 3321
2015
Q3 		$19K Buy
85
+61
+254% +$2.1K ﹤0.01% 2855
2015
Q2 		$1K Buy
+24
New +$839 ﹤0.01% 4816
2015
Q1 		– Sell
-27
Closed -$3K – 5624
2014
Q4 		$3K Buy
+27
New +$912 ﹤0.01% 3536

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Simplex Trading's UNM Position: Q1 2026 in Review

Simplex Trading sold out of Unum (UNM) in Q1 2026, closing a stake of 14,703 shares — an estimated $1.1M sold.

Simplex Trading first reported a position in UNM in Q3 2016 and held it in 22 quarters. The position peaked at $2.28M in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Simplex Trading reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 14,703 Unum shares in Q1 2026, an estimated $1.1M.
  • Simplex Trading first reported a position in Unum in Q3 2016 and held it in 22 quarters.
  • Simplex Trading's Unum position peaked at $2.28M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.