ADIM
UNM icon

Alpha DNA Investment Management’s Unum UNM Stock Holding History

Alpha DNA Investment Management’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
Q2 		– Sell
-9,712
Closed -$521K – 249
2024
Q1 		$521K Buy
+9,712
New +$474K 0.19% 137
2021
Q1 		– Sell
-468
Closed -$10K – 782
2020
Q4 		$10K Buy
+468
New +$9.68K 0.01% 302

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alpha DNA Investment Management's UNM Position: Q2 2024 in Review

Alpha DNA Investment Management sold out of Unum (UNM) in Q2 2024, closing a stake of 9,712 shares — an estimated $521K sold.

Alpha DNA Investment Management first reported a position in UNM in Q4 2020 and held it in 2 quarters. The position peaked at $521K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

  • Alpha DNA Investment Management reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 9,712 Unum shares in Q2 2024, an estimated $521K.
  • Alpha DNA Investment Management first reported a position in Unum in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Unum position peaked at $521K in Q1 2024.
  • 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Alpha DNA Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.