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Caxton Associates (New York)’s Unum UNM Stock Holding History

Caxton Associates (New York)’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
Q4 		$309K Sell
4,235
-17,913
-81% -$1.23M 0.01% 402
2024
Q3 		$1.32M Buy
22,148
+3,766
+20% +$205K 0.05% 196
2024
Q2 		$940K Buy
18,382
+13,544
+280% +$701K 0.03% 252
2024
Q1 		$260K Buy
+4,838
New +$236K 0.01% 400
2022
Q3 		– Sell
-12,076
Closed -$411K – 673
2022
Q2 		$411K Sell
12,076
-10,524
-47% -$356K 0.04% 318
2022
Q1 		$712K Buy
22,600
+917
+4% +$25.6K 0.06% 164
2021
Q4 		$533K Sell
21,683
-1,665
-7% -$42.6K 0.05% 255
2021
Q3 		$585K Buy
23,348
+8,564
+58% +$227K 0.06% 181
2021
Q2 		$420K Buy
14,784
+4,232
+40% +$124K 0.05% 218
2021
Q1 		$294K Buy
+10,552
New +$274K 0.03% 290
2020
Q4 		– Sell
-39,018
Closed -$657K – 326
2020
Q3 		$657K Sell
39,018
-3,493
-8% -$62.1K 0.07% 83
2020
Q2 		$705K Buy
+42,511
New +$671K 0.06% 91
2020
Q1 		– Sell
-16,247
Closed -$474K – 591
2019
Q4 		$474K Sell
16,247
-19,169
-54% -$558K 0.07% 182
2019
Q3 		$1.04M Buy
35,416
+15,860
+81% +$471K 0.21% 39
2019
Q2 		$655K Buy
+19,556
New +$677K 0.08% 144
2018
Q3 		– Sell
-7,715
Closed -$285K – 550
2018
Q2 		$285K Buy
+7,715
New +$322K 0.01% 313

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Caxton Associates (New York)'s UNM Position: Q4 2024 in Review

Caxton Associates (New York) reduced its Unum (UNM) stake by 81% in Q4 2024, selling an estimated $1.23M and leaving 4,235 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #402.

Caxton Associates (New York) first reported a position in UNM in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.32M in Q3 2024. 683 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

  • Caxton Associates (New York) held 4,235 shares of Unum worth $309K as of Q4 2024.
  • Caxton Associates (New York) sold 17,913 Unum shares in Q4 2024, an estimated $1.23M.
  • Unum made up 0.01% of Caxton Associates (New York)'s portfolio in Q4 2024, its #402 holding.
  • Caxton Associates (New York) first reported a position in Unum in Q2 2018 and has held it in 16 quarters since.
  • Caxton Associates (New York)'s Unum position peaked at $1.32M in Q3 2024.
  • 683 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.