Wellington Management Group’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Hold
3,282
﹤0.01% 1868
2025
Q1
$267K Hold
3,282
﹤0.01% 1872
2024
Q4
$240K Buy
+3,282
New +$240K ﹤0.01% 1868
2024
Q3
Sell
-12,707
Closed -$649K 2014
2024
Q2
$649K Sell
12,707
-3,761
-23% -$192K ﹤0.01% 1741
2024
Q1
$884K Buy
16,468
+2,964
+22% +$159K ﹤0.01% 1708
2023
Q4
$611K Buy
+13,504
New +$611K ﹤0.01% 1708
2023
Q2
Sell
-671,623
Closed -$26.6M 2012
2023
Q1
$26.6M Buy
+671,623
New +$26.6M 0.01% 864
2021
Q3
Sell
-2,865,123
Closed -$81.4M 2267
2021
Q2
$81.4M Sell
2,865,123
-36,410
-1% -$1.03M 0.01% 691
2021
Q1
$80.8M Sell
2,901,533
-8,880
-0.3% -$247K 0.01% 669
2020
Q4
$66.8M Sell
2,910,413
-651,444
-18% -$14.9M 0.01% 687
2020
Q3
$59.9M Sell
3,561,857
-183,417
-5% -$3.09M 0.01% 651
2020
Q2
$62.1M Sell
3,745,274
-3,665,865
-49% -$60.8M 0.01% 645
2020
Q1
$111M Sell
7,411,139
-440,849
-6% -$6.62M 0.03% 441
2019
Q4
$229M Buy
7,851,988
+1,541,599
+24% +$45M 0.05% 368
2019
Q3
$188M Sell
6,310,389
-579,530
-8% -$17.2M 0.04% 398
2019
Q2
$231M Sell
6,889,919
-628,122
-8% -$21.1M 0.05% 337
2019
Q1
$254M Sell
7,518,041
-196,409
-3% -$6.64M 0.06% 310
2018
Q4
$227M Buy
7,714,450
+371,415
+5% +$10.9M 0.06% 308
2018
Q3
$287M Buy
7,343,035
+1,234,534
+20% +$48.2M 0.06% 306
2018
Q2
$226M Sell
6,108,501
-1,466,050
-19% -$54.2M 0.05% 345
2018
Q1
$361M Buy
7,574,551
+205,766
+3% +$9.8M 0.08% 253
2017
Q4
$404M Sell
7,368,785
-341,398
-4% -$18.7M 0.09% 234
2017
Q3
$394M Sell
7,710,183
-356,699
-4% -$18.2M 0.09% 231
2017
Q2
$376M Sell
8,066,882
-273,980
-3% -$12.8M 0.09% 236
2017
Q1
$391M Sell
8,340,862
-616,707
-7% -$28.9M 0.09% 211
2016
Q4
$394M Sell
8,957,569
-664,141
-7% -$29.2M 0.1% 204
2016
Q3
$340M Sell
9,621,710
-370,728
-4% -$13.1M 0.09% 226
2016
Q2
$318M Sell
9,992,438
-1,390,056
-12% -$44.2M 0.08% 227
2016
Q1
$352M Sell
11,382,494
-1,984,350
-15% -$61.4M 0.09% 214
2015
Q4
$445M Buy
13,366,844
+329,648
+3% +$11M 0.12% 176
2015
Q3
$418M Sell
13,037,196
-23,641
-0.2% -$758K 0.12% 181
2015
Q2
$467M Buy
13,060,837
+678,517
+5% +$24.3M 0.12% 178
2015
Q1
$418M Buy
12,382,320
+1,073,284
+9% +$36.2M 0.11% 187
2014
Q4
$394M Buy
11,309,036
+2,648,899
+31% +$92.4M 0.1% 193
2014
Q3
$298M Sell
8,660,137
-3,559,536
-29% -$122M 0.08% 251
2014
Q2
$425M Sell
12,219,673
-26,942
-0.2% -$937K 0.11% 193
2014
Q1
$432M Buy
12,246,615
+42,208
+0.3% +$1.49M 0.12% 185
2013
Q4
$428M Sell
12,204,407
-547,471
-4% -$19.2M 0.12% 193
2013
Q3
$388M Sell
12,751,878
-1,273,092
-9% -$38.8M 0.12% 188
2013
Q2
$412M Buy
+14,024,970
New +$412M 0.13% 169