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Arlington Partners’s Unum UNM Stock Holding History

Arlington Partners’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
Q1 		– Sell
-774
Closed -$35K – 233
2023
Q4 		$35K Hold
774
– – 0.01% 159
2023
Q3 		$38.1K Hold
774
– – 0.02% 147
2023
Q2 		$36.9K Hold
774
– – 0.01% 334
2023
Q1 		$30.6K Hold
774
– – ﹤0.01% 301
2022
Q4 		$31.8K Hold
774
– – 0.01% 256
2022
Q3 		$30K Hold
774
– – 0.01% 232
2022
Q2 		$26K Hold
774
– – 0.01% 305
2022
Q1 		$24K Sell
774
-56
-7% -$1.56K 0.01% 314
2021
Q4 		$20K Buy
+830
New +$21.2K 0.01% 389

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Arlington Partners's UNM Position: Q1 2024 in Review

Arlington Partners sold out of Unum (UNM) in Q1 2024, closing a stake of 774 shares — an estimated $35K sold.

Arlington Partners first reported a position in UNM in Q4 2021 and held it in 9 quarters. The position peaked at $38.1K in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Arlington Partners reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 774 Unum shares in Q1 2024, an estimated $35K.
  • Arlington Partners first reported a position in Unum in Q4 2021 and held it in 9 quarters.
  • Arlington Partners's Unum position peaked at $38.1K in Q3 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.