Susquehanna Fundamental Investments’s Unum UNM Stock Holding History

Susquehanna Fundamental 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 Q4	–	Sell	-42,000	Closed	-$3.27M	–	692
2025 Q3	$3.27M	Sell	42,000 -96,894	-70%	-$7.26M	0.13%	181
2025 Q2	$11.2M	Hold	138,894	–	–	0.3%	100
2025 Q1	$11.3M	Hold	138,894	–	–	0.16%	159
2024 Q4	$10.1M	Buy	+138,894	New	+$9.58M	0.14%	191
2023 Q1	–	Sell	-155,440	Closed	-$6.38M	–	1113
2022 Q4	$6.38M	Buy	155,440 +96,839	+165%	+$4.06M	0.11%	244
2022 Q3	$2.27M	Buy	+58,601	New	+$2.14M	0.04%	540
2022 Q1	$1.86M	Buy	59,121 +39,097	+195%	+$1.09M	0.04%	613
2021 Q4	$492K	Sell	20,024 -38,221	-66%	-$978K	0.01%	926
2021 Q3	$1.46M	Sell	58,245 -161,099	-73%	-$4.26M	0.03%	716
2021 Q2	$6.23M	Hold	219,344	–	–	0.11%	244
2021 Q1	$6.1M	Hold	219,344	–	–	0.1%	272
2020 Q4	$5.03M	Buy	219,344 +33,075	+18%	+$684K	0.09%	311
2020 Q3	$3.13M	Buy	+186,269	New	+$3.31M	0.09%	290
2019 Q2	–	Sell	-21,000	Closed	-$710K	–	416
2019 Q1	$710K	Buy	+21,000	New	+$731K	0.08%	248

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Susquehanna Fundamental Investments's UNM Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Unum (UNM) in Q4 2025, closing a stake of 42,000 shares — an estimated $3.27M sold.

Susquehanna Fundamental Investments first reported a position in UNM in Q1 2019 and held it in 14 quarters. The position peaked at $11.3M in Q1 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 42,000 Unum shares in Q4 2025, an estimated $3.27M.
Susquehanna Fundamental Investments first reported a position in Unum in Q1 2019 and held it in 14 quarters.
Susquehanna Fundamental Investments's Unum position peaked at $11.3M in Q1 2025.
700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.