Capula Management’s Unum UNM Stock Holding History

Capula 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 Q4	–	Sell	-9,920	Closed	-$488K	–	580
2023 Q3	$488K	Buy	9,920 +3,260	+49%	+$159K	0.01%	345
2023 Q2	$318K	Buy	+6,660	New	+$291K	0.01%	356
2021 Q4	–	Sell	-14,105	Closed	-$353K	–	762
2021 Q3	$353K	Buy	+14,105	New	+$373K	﹤0.01%	679

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

Capula Management's UNM Position: Q4 2023 in Review

Capula Management sold out of Unum (UNM) in Q4 2023, closing a stake of 9,920 shares — an estimated $488K sold.

Capula Management first reported a position in UNM in Q3 2021 and held it in 3 quarters. The position peaked at $488K in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Capula Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Capula Management sold 9,920 Unum shares in Q4 2023, an estimated $488K.
Capula Management first reported a position in Unum in Q3 2021 and held it in 3 quarters.
Capula Management's Unum position peaked at $488K in Q3 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Capula Management's 13F filing for Q4 2023, filed 12 Feb 2024.