Joel Greenblatt - Gotham Asset Management
Holding/activity history for Unum Group (UNM)
← All UNM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $69.02–81.89 · VW $77.10i | SEC | |
| 2025 Q4 | 21,054 | <0.01 | Reduce 83.62% | 0.04 | $71.72–81.16 · VW $76.28i | $1,631,685 | SEC |
| 2025 Q3 | 128,539 | 0.04 | Add 43.51% | 0.01 | $68.28–79.93 · VW $73.88i | $9,997,763 | SEC |
| 2025 Q2 | 89,571 | 0.04 | Add 132.16% | 0.02 | $69.09–83.13 · VW $74.68i | $7,233,754 | SEC |
| 2025 Q1 | 38,581 | 0.03 | Add 80.50% | 0.01 | $66.81–84.48 · VW $76.32i | $3,142,808 | SEC |
| 2024 Q4 | 21,374 | 0.01 | Add 11.30% | <0.01 | $63.84–77.69 · VW $72.59i | $1,560,943 | SEC |
| 2024 Q3 | 19,204 | 0.01 | Reduce 3.32% | <0.01 | $51.80–64.91 · VW $60.30i | $1,141,486 | SEC |
| 2024 Q2 | 19,863 | 0.01 | Add 64.24% | <0.01 | $48.38–58.17 · VW $54.69i | $1,015,198 | SEC |
| 2024 Q1 | 12,094 | <0.01 | Add 33.41% | <0.01 | $46.39–54.57 · VW $50.55i | $648,964 | SEC |
| 2023 Q4 | 9,065 | <0.01 | Reduce 42.49% | <0.01 | $41.75–49.98 · VW $46.69i | $409,919 | SEC |
| 2023 Q3 | 15,762 | 0.02 | Add 7.26% | <0.01 | $47.38–52.15 · VW $49.48i | $775,333 | SEC |
| 2023 Q2 | 14,695 | 0.02 | Add 21.21% | <0.01 | $40.04–49.50 · VW $46.05i | $700,952 | SEC |
| 2023 Q1 | 12,124 | 0.01 | Add 0.97% | <0.01 | $36.27–45.98 · VW $41.48i | $479,625 | SEC |
| 2022 Q4 | 12,008 | 0.01 | Reduce 14.99% | <0.01 | $38.69–46.64 · VW $42.45i | $492,688 | SEC |
| 2022 Q3 | 14,126 | 0.02 | Add 51.99% | <0.01 | $31.31–46.10 · VW $41.00i | $548,000 | SEC |
| 2022 Q2 | 9,294 | 0.01 | Buy | 0.01 | $30.21–37.49 · VW $33.30i | $316,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $12.80–20.25 · VW $16.76i | SEC | |
| 2020 Q1 | 19,713 | <0.01 | Buy | <0.01 | $9.58–30.57 · VW $19.20i | $296,000 | SEC |
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $24.71–31.97 · VW $28.07i | SEC | |
| 2019 Q2 | 9,064 | <0.01 | Reduce 79.89% | 0.02 | $31.38–37.81 · VW $33.71i | $304,000 | SEC |
| 2019 Q1 | 45,065 | 0.02 | Reduce 24.20% | <0.01 | $33.06–38.29 · VW $36.09i | $1,525,000 | SEC |
| 2018 Q4 | 59,450 | 0.03 | Buy | 0.03 | $26.77–38.84 · VW $33.46i | $1,747,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $33.27–40.76 · VW $36.76i | SEC | |
| 2018 Q2 | 6,118 | <0.01 | Add 7.52% | <0.01 | $36.15–48.38 · VW $41.42i | $226,000 | SEC |
| 2018 Q1 | 5,690 | <0.01 | Add 43.40% | <0.01 | $45.91–54.73 · VW $49.67i | $271,000 | SEC |
| 2017 Q4 | 3,968 | <0.01 | Buy | <0.01 | $51.79–58.73 · VW $54.57i | $218,000 | SEC |
| 2017 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $46.08–53.15 · VW $50.42i | SEC | |
| 2017 Q2 | 4,475 | <0.01 | Add 0.79% | $43.55–50.67 · VW $48.12i | $209,000 | SEC | |
| 2017 Q1 | 4,440 | <0.01 | Buy | <0.01 | $44.51–50.27 · VW $47.04i | $208,000 | SEC |
| 2016 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $34.91–46.28 · VW $42.21i | SEC | |
| 2016 Q3 | 6,428 | <0.01 | Buy | <0.01 | $32.52–36.99 · VW $34.97i | $227,000 | SEC |
| 2016 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $23.99–35.10 · VW $31.10i | SEC | |
| 2015 Q4 | 14,617 | <0.01 | Reduce 1.72% | <0.01 | $26.42–37.26 · VW $30.77i | $487,000 | SEC |
| 2015 Q3 | 14,873 | <0.01 | Buy | <0.01 | $29.81–36.55 · VW $33.67i | $477,000 | SEC |
| 2015 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $31.02–34.90 · VW $33.36i | SEC | |
| 2014 Q4 | 8,154 | <0.01 | Add 16.34% | <0.01 | $30.72–35.77 · VW $32.52i | $284,000 | SEC |
| 2014 Q3 | 7,009 | <0.01 | Add 13.38% | <0.01 | $31.25–37.15 · VW $33.95i | $241,000 | SEC |
| 2014 Q2 | 6,182 | <0.01 | Reduce 50.25% | <0.01 | $32.28–35.78 · VW $34.13i | $215,000 | SEC |
| 2014 Q1 | 12,427 | <0.01 | Add 0.57% | $30.66–36.30 · VW $33.39i | $439,000 | SEC | |
| 2013 Q4 | 12,357 | 0.01 | Add 0.09% | $31.43–35.40 · VW $33.01i | $433,000 | SEC | |
| 2013 Q3 | 12,346 | 0.01 | Add 0.11% | $29.14–32.94 · VW $31.27i | $376,000 | SEC | |
| 2013 Q2 | 12,333 | 0.02 | Reduce 3.67% | <0.01 | $26.71–32.01 · VW $30.12i | $362,000 | SEC |
| 2013 Q1 | 12,803 | 0.02 | Buy | 0.02 | $22.94–28.35 · VW $26.39i | $362,000 | SEC |
Price snapshot:
Current price$89.41
52-week low$67.06
52-week high$93.22