ACM
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AlphaCrest Capital Management’s Unum UNM Stock Holding History

AlphaCrest Capital 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
2022
Q4 		– Sell
-24,797
Closed -$962K – 1084
2022
Q3 		$962K Sell
24,797
-21,423
-46% -$784K 0.06% 642
2022
Q2 		$1.57M Buy
46,220
+30,972
+203% +$1.05M 0.08% 454
2022
Q1 		$480K Sell
15,248
-47,560
-76% -$1.33M 0.03% 914
2021
Q4 		$1.54M Sell
62,808
-16,151
-20% -$413K 0.06% 583
2021
Q3 		$1.98M Buy
78,959
+65,401
+482% +$1.73M 0.1% 306
2021
Q2 		$385K Sell
13,558
-16,165
-54% -$475K 0.02% 1042
2021
Q1 		$827K Buy
+29,723
New +$771K 0.05% 578
2020
Q3 		– Sell
-13,937
Closed -$231K – 1201
2020
Q2 		$231K Sell
13,937
-55,955
-80% -$883K 0.04% 767
2020
Q1 		$1.05M Sell
69,892
-27,119
-28% -$652K 0.13% 259
2019
Q4 		$2.83M Buy
97,011
+34,601
+55% +$1.01M 0.23% 72
2019
Q3 		$1.85M Buy
62,410
+5,772
+10% +$171K 0.11% 266
2019
Q2 		$1.9M Buy
56,638
+34,251
+153% +$1.19M 0.16% 167
2019
Q1 		$757K Buy
22,387
+2,589
+13% +$90.1K 0.11% 290
2018
Q4 		$582K Buy
+19,798
New +$693K 0.17% 192

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

AlphaCrest Capital Management's UNM Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Unum (UNM) in Q4 2022, closing a stake of 24,797 shares — an estimated $962K sold.

AlphaCrest Capital Management first reported a position in UNM in Q4 2018 and held it in 14 quarters. The position peaked at $2.83M in Q4 2019. 527 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

  • AlphaCrest Capital Management reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
  • AlphaCrest Capital Management sold 24,797 Unum shares in Q4 2022, an estimated $962K.
  • AlphaCrest Capital Management first reported a position in Unum in Q4 2018 and held it in 14 quarters.
  • AlphaCrest Capital Management's Unum position peaked at $2.83M in Q4 2019.
  • 527 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.