Aristides Capital’s Unum UNM Stock Holding History

Aristides Capital’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	-6,000	Closed	-$295K	–	303
2023 Q3	$295K	Sell	6,000 -2,000	-25%	-$97.8K	0.13%	109
2023 Q2	$382K	Buy	+8,000	New	+$349K	0.16%	98

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aristides Capital's UNM Position: Q4 2023 in Review

Aristides Capital sold out of Unum (UNM) in Q4 2023, closing a stake of 6,000 shares — an estimated $295K sold.

Aristides Capital first reported a position in UNM in Q2 2023 and held it in 2 quarters. The position peaked at $382K in Q2 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Aristides Capital reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Aristides Capital sold 6,000 Unum shares in Q4 2023, an estimated $295K.
Aristides Capital first reported a position in Unum in Q2 2023 and held it in 2 quarters.
Aristides Capital's Unum position peaked at $382K in Q2 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Aristides Capital's 13F filing for Q4 2023, filed 13 Feb 2024.