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Teza Capital Management’s Unum UNM Stock Holding History

Teza Capital Management’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
-26,883
Closed -$1.96M – 595
2024
Q4 		$1.96M Buy
+26,883
New +$1.85M 0.3% 86
2024
Q1 		– Sell
-17,051
Closed -$771K – 751
2023
Q4 		$771K Buy
17,051
+8,725
+105% +$397K 0.13% 222
2023
Q3 		$410K Buy
+8,326
New +$407K 0.07% 359
2023
Q1 		– Sell
-6,514
Closed -$267K – 724
2022
Q4 		$267K Buy
+6,514
New +$273K 0.05% 472
2022
Q2 		– Sell
-15,568
Closed -$491K – 540
2022
Q1 		$491K Buy
15,568
+6,257
+67% +$175K 0.18% 173
2021
Q4 		$229K Buy
+9,311
New +$238K 0.06% 380
2020
Q4 		– Sell
-23,608
Closed -$397K – 442
2020
Q3 		$397K Buy
23,608
+1,715
+8% +$30.5K 0.23% 151
2020
Q2 		$363K Buy
+21,893
New +$345K 0.08% 355
2020
Q1 		– Sell
-32,334
Closed -$943K – 491
2019
Q4 		$943K Buy
32,334
+16,866
+109% +$491K 0.26% 109
2019
Q3 		$460K Buy
15,468
+8,377
+118% +$249K 0.12% 275
2019
Q2 		$238K Sell
7,091
-15,103
-68% -$523K 0.14% 261
2019
Q1 		$751K Sell
22,194
-14,542
-40% -$506K 0.4% 85
2018
Q4 		$1.08M Buy
+36,736
New +$1.29M 0.41% 74
2018
Q3 		– Sell
-27,153
Closed -$1M – 556
2018
Q2 		$1M Sell
27,153
-25,519
-48% -$1.06M 0.15% 240
2018
Q1 		$2.51M Buy
52,672
+37,874
+256% +$1.98M 0.6% 27
2017
Q4 		$812K Buy
+14,798
New +$794K 0.49% 55

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Teza Capital Management's UNM Position: Q1 2025 in Review

Teza Capital Management sold out of Unum (UNM) in Q1 2025, closing a stake of 26,883 shares — an estimated $1.96M sold.

Teza Capital Management first reported a position in UNM in Q4 2017 and held it in 16 quarters. The position peaked at $2.51M in Q1 2018. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Teza Capital Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Teza Capital Management sold 26,883 Unum shares in Q1 2025, an estimated $1.96M.
  • Teza Capital Management first reported a position in Unum in Q4 2017 and held it in 16 quarters.
  • Teza Capital Management's Unum position peaked at $2.51M in Q1 2018.
  • 727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Teza Capital Management's 13F filing for Q1 2025, filed 15 May 2025.