WI
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WBI Investments’s Unum UNM Stock Holding History

WBI 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
2024
Q4 		– Sell
-29,778
Closed -$1.77M – 290
2024
Q3 		$1.77M Buy
+29,778
New +$1.62M 0.43% 63
2024
Q2 		– Sell
-136,143
Closed -$7.31M – 232
2024
Q1 		$7.31M Buy
136,143
+114,857
+540% +$5.6M 1.52% 11
2023
Q4 		$963K Buy
21,286
+13,366
+169% +$609K 0.19% 114
2023
Q3 		$390K Sell
7,920
-41,422
-84% -$2.02M 0.08% 148
2023
Q2 		$2.35M Buy
+49,342
New +$2.15M 0.43% 69
2022
Q3 		– Sell
-200,389
Closed -$6.7M – 143
2022
Q2 		$6.7M Sell
200,389
-5,339
-3% -$181K 1.44% 21
2022
Q1 		$6.45M Buy
205,728
+133,411
+184% +$3.73M 1.04% 23
2021
Q4 		$1.78M Buy
+72,317
New +$1.85M 0.28% 83
2021
Q3 		– Sell
-54,264
Closed -$1.54M – 237
2021
Q2 		$1.54M Buy
54,264
+31,822
+142% +$935K 0.24% 90
2021
Q1 		$625K Buy
22,442
+4,971
+28% +$129K 0.1% 130
2020
Q4 		$401K Sell
17,471
-4,698
-21% -$97.1K 0.06% 130
2020
Q3 		$373K Sell
22,169
-6,861
-24% -$122K 0.06% 94
2020
Q2 		$482K Sell
29,030
-19,870
-41% -$314K 0.08% 81
2020
Q1 		$734K Buy
+48,900
New +$1.18M 0.14% 49
2017
Q3 		– Sell
-42,595
Closed -$1.99M – 381
2017
Q2 		$1.99M Buy
42,595
+36,105
+556% +$1.66M 0.09% 158
2017
Q1 		$304K Buy
+6,490
New +$304K 0.01% 265
2014
Q4 		– Sell
-247,655
Closed -$8.52M – 241
2014
Q3 		$8.52M Buy
247,655
+14,040
+6% +$494K 0.25% 67
2014
Q2 		$8.12M Buy
233,615
+4,240
+2% +$145K 0.35% 75
2014
Q1 		$8.1M Buy
+229,375
New +$7.83M 0.36% 73
2013
Q3 		– Sell
-302,629
Closed -$8.89M – 136
2013
Q2 		$8.89M Buy
+302,629
New +$8.43M 0.64% 41

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 $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WBI Investments's UNM Position: Q4 2024 in Review

WBI Investments sold out of Unum (UNM) in Q4 2024, closing a stake of 29,778 shares — an estimated $1.77M sold.

WBI Investments first reported a position in UNM in Q2 2013 and held it in 20 quarters. The position peaked at $8.89M in Q2 2013. 683 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

  • WBI Investments reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
  • WBI Investments sold 29,778 Unum shares in Q4 2024, an estimated $1.77M.
  • WBI Investments first reported a position in Unum in Q2 2013 and held it in 20 quarters.
  • WBI Investments's Unum position peaked at $8.89M in Q2 2013.
  • 683 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on WBI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.