AH
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Andreas Halvorsen’s Unum UNM Stock Holding History

Andreas Halvorsen’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
2023
Q4 		– Sell
-4,778,110
Closed -$235M – 94
2023
Q3 		$235M Sell
4,778,110
-493,277
-9% -$24.1M 0.95% 32
2023
Q2 		$251M Buy
5,271,387
+1,017,974
+24% +$44.4M 1.03% 37
2023
Q1 		$168M Buy
4,253,413
+822,139
+24% +$34M 0.79% 35
2022
Q4 		$141M Sell
3,431,274
-1,643,384
-32% -$68.9M 0.7% 42
2022
Q3 		$197M Buy
5,074,658
+764,110
+18% +$27.9M 0.91% 37
2022
Q2 		$147M Buy
4,310,548
+3,172,903
+279% +$107M 0.67% 44
2022
Q1 		$35.8M Buy
+1,137,645
New +$31.8M 0.14% 79

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Andreas Halvorsen's UNM Position: Q4 2023 in Review

Andreas Halvorsen sold out of Unum (UNM) in Q4 2023, closing a stake of 4,778,110 shares — an estimated $235M sold.

Andreas Halvorsen first reported a position in UNM in Q1 2022 and held it in 7 quarters. The position peaked at $251M in Q2 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Andreas Halvorsen reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Andreas Halvorsen sold 4,778,110 Unum shares in Q4 2023, an estimated $235M.
  • Andreas Halvorsen first reported a position in Unum in Q1 2022 and held it in 7 quarters.
  • Andreas Halvorsen's Unum position peaked at $251M in Q2 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Viking Global Investors's 13F filing for Q4 2023, filed 14 Feb 2024.