C.M. Bidwell & Associates’s Unum UNM Stock Holding History

C.M. Bidwell & Associates’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	-3,459	Closed	-$170K	–	572
2023 Q3	$170K	Buy	3,459 +745	+27%	+$36.4K	0.13%	135
2023 Q2	$129K	Hold	2,714	–	–	0.09%	189
2023 Q1	$107K	Sell	2,714 -295	-10%	-$12.2K	0.08%	222
2022 Q4	$123K	Buy	+3,009	New	+$126K	0.1%	193
2022 Q3	–	Sell	-1,915	Closed	-$65K	–	546
2022 Q2	$65K	Buy	+1,915	New	+$64.8K	0.05%	261
2021 Q4	–	Sell	-35	Closed	-$1K	–	640
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	551
2021 Q2	$1K	Buy	+35	New	+$1.03K	﹤0.01%	555
2019 Q2	–	Sell	-10,805	Closed	-$366K	–	460
2019 Q1	$366K	Hold	10,805	–	–	0.36%	83
2018 Q4	$317K	Buy	+10,805	New	+$378K	0.34%	79
2014 Q4	–	Sell	-9,105	Closed	-$313K	–	254
2014 Q3	$313K	Buy	+9,105	New	+$320K	0.07%	117
2014 Q2	–	Sell	-128,715	Closed	-$4.54M	–	288
2014 Q1	$4.54M	Buy	+128,715	New	+$4.39M	1.09%	28

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 $3.38T AUM 44.17% 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

DSC

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

C.M. Bidwell & Associates's UNM Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Unum (UNM) in Q4 2023, closing a stake of 3,459 shares — an estimated $170K sold.

C.M. Bidwell & Associates first reported a position in UNM in Q1 2014 and held it in 11 quarters. The position peaked at $4.54M in Q1 2014. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 3,459 Unum shares in Q4 2023, an estimated $170K.
C.M. Bidwell & Associates first reported a position in Unum in Q1 2014 and held it in 11 quarters.
C.M. Bidwell & Associates's Unum position peaked at $4.54M in Q1 2014.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.