Truvestments Capital’s Unum UNM Stock Holding History

Truvestments Capital’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	-117	Closed	-$8.55K	–	1157
2024 Q4	$8.55K	Buy	+117	New	+$8.07K	﹤0.01%	627

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's UNM Position: Q1 2025 in Review

Truvestments Capital sold out of Unum (UNM) in Q1 2025, closing a stake of 117 shares — an estimated $8.55K sold.

Truvestments Capital first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $8.55K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Truvestments Capital reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 117 Unum shares in Q1 2025, an estimated $8.55K.
Truvestments Capital first reported a position in Unum in Q4 2024 and held it in 1 quarter.
Truvestments Capital's Unum position peaked at $8.55K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.