Steve Schonfeld’s Unum UNM Stock Holding History

Steve Schonfeld’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
2022 Q3	–	Sell	-500,000	Closed	-$17M	–	3174
2022 Q2	$17M	Sell	500,000 -1,334,000	-73%	-$45.2M	0.17%	166
2022 Q1	$57.8M	Buy	+1,834,000	New	+$51.2M	0.52%	18
2021 Q4	–	Sell	-500,000	Closed	-$12.5M	–	2559
2021 Q3	$12.5M	Buy	500,000 +196,500	+65%	+$5.2M	0.13%	208
2021 Q2	$8.62M	Sell	303,500 -1,351,500	-82%	-$39.7M	0.09%	321
2021 Q1	$46.1M	Buy	+1,655,000	New	+$42.9M	0.56%	15

Other funds holding UNM

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steve Schonfeld's UNM Position: Q2 2026 in Review

Steve Schonfeld reduced its Unum (UNM) stake by 13% in Q2 2026, selling an estimated $2.92M and leaving 236,710 shares worth $21.2M. The position accounts for 0.08% of the portfolio, ranked #235.

Steve Schonfeld first reported a position in UNM in Q2 2016 and has held it in 28 quarters since. The position peaked at $43.7M in Q1 2023. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Steve Schonfeld held 236,710 shares of Unum worth $21.2M as of Q2 2026.
Steve Schonfeld sold 35,203 Unum shares in Q2 2026, an estimated $2.92M.
Unum made up 0.08% of Steve Schonfeld's portfolio in Q2 2026, its #235 holding.
Steve Schonfeld first reported a position in Unum in Q2 2016 and has held it in 28 quarters since.
Steve Schonfeld's Unum position peaked at $43.7M in Q1 2023.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.