Versor Investments’s Unum UNM Stock Holding History

Versor 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 Q3	–	Sell	-3,986	Closed	-$322K	–	920
2025 Q2	$322K	Sell	3,986 -6,400	-62%	-$505K	0.06%	520
2025 Q1	$846K	Buy	+10,386	New	+$801K	0.14%	258
2024 Q4	–	Sell	-10,586	Closed	-$629K	–	986
2024 Q3	$629K	Sell	10,586 -3,400	-24%	-$185K	0.1%	341
2024 Q2	$715K	Buy	+13,986	New	+$724K	0.13%	238
2021 Q4	–	Sell	-15,200	Closed	-$381K	–	663
2021 Q3	$381K	Sell	15,200 -10,350	-41%	-$274K	0.01%	321
2021 Q2	$726K	Buy	25,550 +9,232	+57%	+$271K	0.03%	99
2021 Q1	$454K	Buy	+16,318	New	+$423K	0.03%	149
2019 Q4	–	Sell	-18,740	Closed	-$557K	–	375
2019 Q3	$557K	Sell	18,740 -9,700	-34%	-$288K	0.04%	210
2019 Q2	$954K	Buy	28,440 +12,300	+76%	+$426K	0.06%	166
2019 Q1	$546K	Buy	+16,140	New	+$562K	0.05%	170
2018 Q3	–	Sell	-9,800	Closed	-$363K	–	292
2018 Q2	$363K	Buy	+9,800	New	+$409K	0.12%	196

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Versor Investments's UNM Position: Q3 2025 in Review

Versor Investments sold out of Unum (UNM) in Q3 2025, closing a stake of 3,986 shares — an estimated $322K sold.

Versor Investments first reported a position in UNM in Q2 2018 and held it in 11 quarters. The position peaked at $954K in Q2 2019. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Versor Investments reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Versor Investments sold 3,986 Unum shares in Q3 2025, an estimated $322K.
Versor Investments first reported a position in Unum in Q2 2018 and held it in 11 quarters.
Versor Investments's Unum position peaked at $954K in Q2 2019.
674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.