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SJS Investment Consulting’s Unum UNM Stock Holding History

SJS Investment Consulting’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
Q2 		$60K Buy
671
+41
+7% +$3.4K 0.01% 391
2026
Q1 		$46K Buy
630
+22
+4% +$1.64K 0.01% 422
2025
Q4 		$47.1K Buy
608
+20
+3% +$1.53K 0.01% 384
2025
Q3 		$45.7K Buy
588
+564
+2,350% +$42.3K 0.01% 369
2025
Q2 		$1.94K Sell
24
-18
-43% -$1.42K ﹤0.01% 581
2025
Q1 		$3.42K Hold
42
– – ﹤0.01% 552
2024
Q4 		$3.07K Sell
42
-27
-39% -$1.86K ﹤0.01% 558
2024
Q3 		$4.1K Hold
69
– – ﹤0.01% 526
2024
Q2 		$3.53K Hold
69
– – ﹤0.01% 519
2024
Q1 		$3.7K Sell
69
-1
-1% -$49 ﹤0.01% 531
2023
Q4 		$3.17K Sell
70
-2
-3% -$91 ﹤0.01% 502
2023
Q3 		$3.54K Buy
72
+4
+6% +$196 ﹤0.01% 451
2023
Q2 		$3.24K Sell
68
-8
-11% -$349 ﹤0.01% 446
2023
Q1 		$3.01K Buy
76
+8
+12% +$330 ﹤0.01% 485
2022
Q4 		$2.79K Buy
68
+17
+33% +$712 ﹤0.01% 497
2022
Q3 		$2K Buy
+51
New +$1.86K ﹤0.01% 548
2022
Q1 		$0 Buy
+9
New +$251 ﹤0.01% 1347

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SJS Investment Consulting's UNM Position: Q2 2026 in Review

SJS Investment Consulting increased its Unum (UNM) stake by 6.5% in Q2 2026, buying an estimated $3.4K and bringing the position to 671 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #391.

SJS Investment Consulting first reported a position in UNM in Q1 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • SJS Investment Consulting held 671 shares of Unum worth $60K as of Q2 2026.
  • SJS Investment Consulting bought 41 Unum shares in Q2 2026, an estimated $3.4K.
  • Unum made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #391 holding.
  • SJS Investment Consulting first reported a position in Unum in Q1 2022 and has held it in 17 quarters since.
  • 423 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.