Beck Bode LLC’s Unum UNM Stock Holding History

Beck Bode LLC’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	-160,541	Closed	-$7.9M	–	150
2023 Q3	$7.9M	Buy	160,541 +5,629	+4%	+$275K	2.02%	16
2023 Q2	$7.39M	Buy	+154,912	New	+$6.76M	1.8%	19

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

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

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Beck Bode LLC's UNM Position: Q4 2023 in Review

Beck Bode LLC sold out of Unum (UNM) in Q4 2023, closing a stake of 160,541 shares — an estimated $7.9M sold.

Beck Bode LLC first reported a position in UNM in Q2 2023 and held it in 2 quarters. The position peaked at $7.9M in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Beck Bode LLC reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Beck Bode LLC sold 160,541 Unum shares in Q4 2023, an estimated $7.9M.
Beck Bode LLC first reported a position in Unum in Q2 2023 and held it in 2 quarters.
Beck Bode LLC's Unum position peaked at $7.9M in Q3 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Beck Bode LLC's 13F filing for Q4 2023, filed 5 Feb 2024.