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Summit Global Investments’s Unum UNM Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-62,259
Closed -$4.55M – 587
2024
Q4 		$4.55M Sell
62,259
-4,374
-7% -$302K 0.28% 78
2024
Q3 		$3.96M Buy
66,633
+48,234
+262% +$2.62M 0.25% 78
2024
Q2 		$940K Buy
+18,399
New +$952K 0.06% 252

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Summit Global Investments's UNM Position: Q1 2025 in Review

Summit Global Investments sold out of Unum (UNM) in Q1 2025, closing a stake of 62,259 shares — an estimated $4.55M sold.

Summit Global Investments first reported a position in UNM in Q2 2024 and held it in 3 quarters. The position peaked at $4.55M in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Summit Global Investments reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 62,259 Unum shares in Q1 2025, an estimated $4.55M.
  • Summit Global Investments first reported a position in Unum in Q2 2024 and held it in 3 quarters.
  • Summit Global Investments's Unum position peaked at $4.55M in Q4 2024.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.