Joel Greenblatt's UNM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 128,539 shares of Unum Group (UNM) worth $10 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in UNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 59,450 shares. Largest reduction occurred in Q2 2019, reducing 36,001 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +12,334 | Add 0.00% | 12,333 | $29.35 |
| Q3 2013 | +13 | Add 0.11% | 12,346 | $30.46 |
| Q4 2013 | +11 | Add 0.09% | 12,357 | $35.04 |
| Q1 2014 | +70 | Add 0.57% | 12,427 | $35.33 |
| Q2 2014 | -6,245 | Reduce 50.25% | 6,182 | $34.78 |
| Q3 2014 | +827 | Add 13.38% | 7,009 | $34.38 |
| Q4 2014 | +1,145 | Add 16.34% | 8,154 | $34.83 |
| Q1 2015 | -8,154 | Sold Out | 0 | $0.00 |
| Q3 2015 | +14,873 | New Buy | 14,873 | $32.07 |
| Q4 2015 | -256 | Reduce 1.72% | 14,617 | $33.32 |
| Q1 2016 | -14,617 | Sold Out | 0 | $0.00 |
| Q3 2016 | +6,428 | New Buy | 6,428 | $35.31 |
| Q4 2016 | -6,428 | Sold Out | 0 | $0.00 |
| Q1 2017 | +4,440 | New Buy | 4,440 | $46.85 |
| Q2 2017 | +35 | Add 0.79% | 4,475 | $46.70 |
| Q3 2017 | -4,475 | Sold Out | 0 | $0.00 |
| Q4 2017 | +3,968 | New Buy | 3,968 | $54.94 |
| Q1 2018 | +1,722 | Add 43.40% | 5,690 | $47.63 |
| Q2 2018 | +428 | Add 7.52% | 6,118 | $36.94 |
| Q3 2018 | -6,118 | Sold Out | 0 | $0.00 |
| Q4 2018 | +59,450 | New Buy | 59,450 | $29.39 |
| Q1 2019 | -14,385 | Reduce 24.20% | 45,065 | $33.84 |
| Q2 2019 | -36,001 | Reduce 79.89% | 9,064 | $33.54 |
| Q3 2019 | -9,064 | Sold Out | 0 | $0.00 |
| Q1 2020 | +19,713 | New Buy | 19,713 | $15.02 |
| Q2 2020 | -19,713 | Sold Out | 0 | $0.00 |
| Q2 2022 | +9,294 | New Buy | 9,294 | $34.00 |
| Q3 2022 | +4,832 | Add 51.99% | 14,126 | $38.79 |
| Q4 2022 | -2,118 | Reduce 14.99% | 12,008 | $41.03 |
| Q1 2023 | +116 | Add 0.97% | 12,124 | $39.56 |
| Q2 2023 | +2,571 | Add 21.21% | 14,695 | $47.70 |
| Q3 2023 | +1,067 | Add 7.26% | 15,762 | $49.19 |
| Q4 2023 | -6,697 | Reduce 42.49% | 9,065 | $45.22 |
| Q1 2024 | +3,029 | Add 33.41% | 12,094 | $53.66 |
| Q2 2024 | +7,769 | Add 64.24% | 19,863 | $51.11 |
| Q3 2024 | -659 | Reduce 3.32% | 19,204 | $59.44 |
| Q4 2024 | +2,170 | Add 11.30% | 21,374 | $73.03 |
| Q1 2025 | +17,207 | Add 80.50% | 38,581 | $81.46 |
| Q2 2025 | +50,990 | Add 132.16% | 89,571 | $80.76 |
| Q3 2025 | +38,968 | Add 43.51% | 128,539 | $77.78 |
Joel Greenblatt's Unum Group Investment FAQs
Joel Greenblatt first purchased Unum Group (UNM) in Q2 2013, acquiring 12,333 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Unum Group (UNM) for 40 quarters since Q2 2013.
Joel Greenblatt's largest addition to Unum Group (UNM) was in Q4 2018, adding 59,450 shares worth $1.75 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 128,539 shares of Unum Group (UNM), valued at approximately $10 M.
As of the Q3 2025 filing, Unum Group (UNM) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Unum Group (UNM) was 128,539 shares, as reported at the end of Q3 2025.