Wellington Management Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.6M | Buy |
364,253
+118,259
| +48% | +$8.83M | 0.01% | 913 |
|
|
2025
Q4 | $19.1M | Buy |
+245,994
| New | +$18.8M | ﹤0.01% | 1051 |
|
|
2025
Q3 | – | Sell |
-3,282
| Closed | -$265K | – | 2126 |
|
|
2025
Q2 | $265K | Hold |
3,282
| – | – | ﹤0.01% | 1891 |
|
|
2025
Q1 | $267K | Hold |
3,282
| – | – | ﹤0.01% | 1882 |
|
|
2024
Q4 | $240K | Buy |
+3,282
| New | +$226K | ﹤0.01% | 1893 |
|
|
2024
Q3 | – | Sell |
-12,707
| Closed | -$649K | – | 2037 |
|
|
2024
Q2 | $649K | Sell |
12,707
-3,761
| -23% | -$195K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $884K | Buy |
16,468
+2,964
| +22% | +$145K | ﹤0.01% | 1712 |
|
|
2023
Q4 | $611K | Buy |
+13,504
| New | +$615K | ﹤0.01% | 1708 |
|
|
2023
Q2 | – | Sell |
-671,623
| Closed | -$26.6M | – | 2012 |
|
|
2023
Q1 | $26.6M | Buy |
+671,623
| New | +$27.7M | 0.01% | 864 |
|
|
2021
Q3 | – | Sell |
-2,865,123
| Closed | -$81.4M | – | 2267 |
|
|
2021
Q2 | $81.4M | Sell |
2,865,123
-36,410
| -1% | -$1.07M | 0.01% | 691 |
|
|
2021
Q1 | $80.8M | Sell |
2,901,533
-8,880
| -0.3% | -$230K | 0.01% | 669 |
|
|
2020
Q4 | $66.8M | Sell |
2,910,413
-651,444
| -18% | -$13.5M | 0.01% | 687 |
|
|
2020
Q3 | $59.9M | Sell |
3,561,857
-183,417
| -5% | -$3.26M | 0.01% | 651 |
|
|
2020
Q2 | $62.1M | Sell |
3,745,274
-3,665,865
| -49% | -$57.9M | 0.01% | 645 |
|
|
2020
Q1 | $111M | Sell |
7,411,139
-440,849
| -6% | -$10.6M | 0.03% | 441 |
|
|
2019
Q4 | $229M | Buy |
7,851,988
+1,541,599
| +24% | +$44.8M | 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% | -$21.8M | 0.05% | 337 |
|
|
2019
Q1 | $254M | Sell |
7,518,041
-196,409
| -3% | -$6.84M | 0.06% | 310 |
|
|
2018
Q4 | $227M | Buy |
7,714,450
+371,415
| +5% | +$13M | 0.06% | 308 |
|
|
2018
Q3 | $287M | Buy |
7,343,035
+1,234,534
| +20% | +$46.1M | 0.06% | 306 |
|
|
2018
Q2 | $226M | Sell |
6,108,501
-1,466,050
| -19% | -$61.2M | 0.05% | 345 |
|
|
2018
Q1 | $361M | Buy |
7,574,551
+205,766
| +3% | +$10.8M | 0.08% | 253 |
|
|
2017
Q4 | $404M | Sell |
7,368,785
-341,398
| -4% | -$18.3M | 0.09% | 234 |
|
|
2017
Q3 | $394M | Sell |
7,710,183
-356,699
| -4% | -$17.4M | 0.09% | 231 |
|
|
2017
Q2 | $376M | Sell |
8,066,882
-273,980
| -3% | -$12.6M | 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% | -$26.6M | 0.1% | 204 |
|
|
2016
Q3 | $340M | Sell |
9,621,710
-370,728
| -4% | -$12.5M | 0.09% | 226 |
|
|
2016
Q2 | $318M | Sell |
9,992,438
-1,390,056
| -12% | -$47M | 0.08% | 227 |
|
|
2016
Q1 | $352M | Sell |
11,382,494
-1,984,350
| -15% | -$58.2M | 0.09% | 214 |
|
|
2015
Q4 | $445M | Buy |
13,366,844
+329,648
| +3% | +$11.4M | 0.12% | 176 |
|
|
2015
Q3 | $418M | Sell |
13,037,196
-23,641
| -0.2% | -$815K | 0.12% | 181 |
|
|
2015
Q2 | $467M | Buy |
13,060,837
+678,517
| +5% | +$23.7M | 0.12% | 178 |
|
|
2015
Q1 | $418M | Buy |
12,382,320
+1,073,284
| +9% | +$35.6M | 0.11% | 187 |
|
|
2014
Q4 | $394M | Buy |
11,309,036
+2,648,899
| +31% | +$89.4M | 0.1% | 193 |
|
|
2014
Q3 | $298M | Sell |
8,660,137
-3,559,536
| -29% | -$125M | 0.08% | 251 |
|
|
2014
Q2 | $425M | Sell |
12,219,673
-26,942
| -0.2% | -$920K | 0.11% | 193 |
|
|
2014
Q1 | $432M | Buy |
12,246,615
+42,208
| +0.3% | +$1.44M | 0.12% | 185 |
|
|
2013
Q4 | $428M | Sell |
12,204,407
-547,471
| -4% | -$17.9M | 0.12% | 193 |
|
|
2013
Q3 | $388M | Sell |
12,751,878
-1,273,092
| -9% | -$39.1M | 0.12% | 188 |
|
|
2013
Q2 | $412M | Buy |
+14,024,970
| New | +$391M | 0.13% | 169 |
|
Other funds holding UNM
VPM
VCM
