CWM
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CIBC World Markets’s Unum UNM Stock Holding History

CIBC World Markets’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
Q2 		– Sell
-15,037
Closed -$807K – 801
2024
Q1 		$807K Buy
+15,037
New +$733K 0.01% 667
2022
Q1 		– Sell
-150,000
Closed -$3.69M – 667
2021
Q4 		$3.69M Buy
+150,000
New +$3.84M 0.02% 312
2021
Q3 		– Sell
-52,026
Closed -$1.48M – 630
2021
Q2 		$1.48M Sell
52,026
-6,378
-11% -$187K 0.01% 479
2021
Q1 		$1.63M Sell
58,404
-23,444
-29% -$608K 0.01% 491
2020
Q4 		$1.88M Buy
81,848
+10,351
+14% +$214K 0.01% 567
2020
Q3 		$1.2M Buy
71,497
+6,986
+11% +$124K 0.01% 504
2020
Q2 		$1.07M Buy
64,511
+7,339
+13% +$116K 0.01% 490
2020
Q1 		$858K Buy
57,172
+32,781
+134% +$789K 0.01% 475
2019
Q4 		$711K Buy
24,391
+630
+3% +$18.3K ﹤0.01% 732
2019
Q3 		$706K Sell
23,761
-13,060
-35% -$388K 0.01% 636
2019
Q2 		$1.24M Buy
36,821
+8,400
+30% +$291K 0.01% 625
2019
Q1 		$961K Sell
28,421
-2,120
-7% -$73.8K 0.01% 596
2018
Q4 		$897K Sell
30,541
-307,282
-91% -$10.8M 0.01% 566
2018
Q3 		$13.2M Buy
337,823
+306,578
+981% +$11.4M 0.11% 188
2018
Q2 		$1.16M Buy
31,245
+2,563
+9% +$107K 0.01% 645
2018
Q1 		$1.37M Sell
28,682
-16,682
-37% -$872K 0.01% 574
2017
Q4 		$2.49M Buy
45,364
+12,495
+38% +$671K 0.02% 497
2017
Q3 		$1.68M Buy
32,869
+616
+2% +$30K 0.02% 483
2017
Q2 		$1.5M Buy
32,253
+8,302
+35% +$382K 0.02% 522
2017
Q1 		$1.12M Buy
23,951
+7,974
+50% +$373K 0.01% 491
2016
Q4 		$702K Buy
+15,977
New +$639K 0.01% 479

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC World Markets's UNM Position: Q2 2024 in Review

CIBC World Markets sold out of Unum (UNM) in Q2 2024, closing a stake of 15,037 shares — an estimated $807K sold.

CIBC World Markets first reported a position in UNM in Q4 2016 and held it in 21 quarters. The position peaked at $13.2M in Q3 2018. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

  • CIBC World Markets reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
  • CIBC World Markets sold 15,037 Unum shares in Q2 2024, an estimated $807K.
  • CIBC World Markets first reported a position in Unum in Q4 2016 and held it in 21 quarters.
  • CIBC World Markets's Unum position peaked at $13.2M in Q3 2018.
  • 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on CIBC World Markets's 13F filing for Q2 2024, filed 12 Aug 2024.