Bayesian Capital Management’s Unum UNM Stock Holding History

Bayesian 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
2023 Q3	–	Sell	-7,300	Closed	-$348K	–	1014
2023 Q2	$348K	Sell	7,300 -30,600	-81%	-$1.34M	0.04%	498
2023 Q1	$1.5M	Buy	37,900 +14,285	+60%	+$590K	0.19%	164
2022 Q4	$969K	Buy	23,615 +17,400	+280%	+$729K	0.14%	186
2022 Q3	$241K	Buy	+6,215	New	+$227K	0.05%	479
2022 Q2	–	Sell	-10,958	Closed	-$345K	–	1094
2022 Q1	$345K	Buy	+10,958	New	+$306K	0.05%	484
2021 Q2	–	Sell	-11,731	Closed	-$326K	–	653
2021 Q1	$326K	Buy	+11,731	New	+$304K	0.08%	335
2020 Q3	–	Sell	-20,218	Closed	-$335K	–	704
2020 Q2	$335K	Sell	20,218 -12,100	-37%	-$191K	0.07%	325
2020 Q1	$485K	Buy	32,318 +19,900	+160%	+$479K	0.1%	306
2019 Q4	$362K	Buy	+12,418	New	+$361K	0.06%	380
2019 Q2	–	Sell	-16,425	Closed	-$556K	–	679
2019 Q1	$556K	Sell	16,425 -9,062	-36%	-$315K	0.11%	263
2018 Q4	$749K	Buy	+25,487	New	+$892K	0.15%	206
2018 Q1	–	Sell	-7,000	Closed	-$384K	–	828
2017 Q4	$384K	Buy	+7,000	New	+$376K	0.08%	370
2017 Q1	–	Sell	-27,355	Closed	-$1.2M	–	700
2016 Q4	$1.2M	Buy	+27,355	New	+$1.09M	0.3%	95

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bayesian Capital Management's UNM Position: Q3 2023 in Review

Bayesian Capital Management sold out of Unum (UNM) in Q3 2023, closing a stake of 7,300 shares — an estimated $348K sold.

Bayesian Capital Management first reported a position in UNM in Q4 2016 and held it in 13 quarters. The position peaked at $1.5M in Q1 2023. 578 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

Bayesian Capital Management reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
Bayesian Capital Management sold 7,300 Unum shares in Q3 2023, an estimated $348K.
Bayesian Capital Management first reported a position in Unum in Q4 2016 and held it in 13 quarters.
Bayesian Capital Management's Unum position peaked at $1.5M in Q1 2023.
578 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Bayesian Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.