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Strategic Global Advisors’s Unum UNM Stock Holding History

Strategic Global 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
Q3 		– Sell
-30,414
Closed -$2.46M – 171
2025
Q2 		$2.46M Sell
30,414
-960
-3% -$75.8K 0.4% 68
2025
Q1 		$2.56M Sell
31,374
-970
-3% -$74.8K 0.51% 56
2024
Q4 		$2.36M Buy
32,344
+1,488
+5% +$103K 0.43% 63
2024
Q3 		$1.83M Sell
30,856
-322
-1% -$17.5K 0.36% 73
2024
Q2 		$1.59M Buy
31,178
+573
+2% +$29.6K 0.33% 81
2024
Q1 		$1.64M Sell
30,605
-891
-3% -$43.4K 0.35% 81
2023
Q4 		$1.42M Sell
31,496
-21,146
-40% -$963K 0.33% 89
2023
Q3 		$2.59M Sell
52,642
-2,288
-4% -$112K 0.43% 75
2023
Q2 		$2.62M Buy
+54,930
New +$2.4M 0.4% 82

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Strategic Global Advisors's UNM Position: Q3 2025 in Review

Strategic Global Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 30,414 shares — an estimated $2.46M sold.

Strategic Global Advisors first reported a position in UNM in Q2 2023 and held it in 9 quarters. The position peaked at $2.62M in Q2 2023. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Strategic Global Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 30,414 Unum shares in Q3 2025, an estimated $2.46M.
  • Strategic Global Advisors first reported a position in Unum in Q2 2023 and held it in 9 quarters.
  • Strategic Global Advisors's Unum position peaked at $2.62M in Q2 2023.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Strategic Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.