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Cipher Capital’s Unum UNM Stock Holding History

Cipher Capital’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
Q1 		$239K Sell
4,462
-32,257
-88% -$1.57M 0.11% 328
2023
Q4 		$1.66M Buy
36,719
+19,160
+109% +$873K 0.54% 29
2023
Q3 		$864K Sell
17,559
-51,104
-74% -$2.5M 0.61% 40
2023
Q2 		$3.28M Sell
68,663
-41,632
-38% -$1.82M 0.56% 35
2023
Q1 		$4.36M Buy
+110,295
New +$4.55M 0.81% 11
2021
Q2 		– Sell
-55,060
Closed -$1.53M – 576
2021
Q1 		$1.53M Buy
+55,060
New +$1.43M 0.18% 186
2020
Q4 		– Sell
-38,839
Closed -$654K – 645
2020
Q3 		$654K Buy
38,839
+59
+0.2% +$1.05K 0.09% 303
2020
Q2 		$643K Sell
38,780
-29,380
-43% -$464K 0.1% 272
2020
Q1 		$1.02M Buy
68,160
+58,009
+571% +$1.4M 0.37% 77
2019
Q4 		$296K Sell
10,151
-72,315
-88% -$2.1M 0.02% 440
2019
Q3 		$2.45M Buy
+82,466
New +$2.45M 0.19% 177
2019
Q1 		– Sell
-115,906
Closed -$3.4M – 685
2018
Q4 		$3.4M Buy
+115,906
New +$4.06M 0.48% 49
2018
Q2 		– Sell
-40,036
Closed -$1.91M – 662
2018
Q1 		$1.91M Sell
40,036
-103,208
-72% -$5.39M 0.23% 146
2017
Q4 		$7.86M Buy
143,244
+118,537
+480% +$6.36M 0.63% 18
2017
Q3 		$1.26M Buy
+24,707
New +$1.21M 0.1% 342
2017
Q2 		– Sell
-10,371
Closed -$486K – 695
2017
Q1 		$486K Sell
10,371
-61,028
-85% -$2.86M 0.04% 477
2016
Q4 		$3.14M Buy
71,399
+34,499
+93% +$1.38M 0.21% 182
2016
Q3 		$1.3M Buy
36,900
+12,617
+52% +$427K 0.08% 396
2016
Q2 		$772K Buy
+24,283
New +$821K 0.05% 482
2015
Q4 		– Sell
-36,349
Closed -$1.17M – 649
2015
Q3 		$1.17M Buy
36,349
+12,145
+50% +$418K 0.16% 199
2015
Q2 		$866K Buy
+24,204
New +$846K 0.12% 251
2014
Q4 		– Sell
-24,906
Closed -$856K – 514
2014
Q3 		$856K Buy
+24,906
New +$876K 0.22% 153

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Cipher Capital's UNM Position: Q1 2024 in Review

Cipher Capital reduced its Unum (UNM) stake by 88% in Q1 2024, selling an estimated $1.57M and leaving 4,462 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #328.

Cipher Capital first reported a position in UNM in Q3 2014 and has held it in 22 quarters since. The position peaked at $7.86M in Q4 2017. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Cipher Capital held 4,462 shares of Unum worth $239K as of Q1 2024.
  • Cipher Capital sold 32,257 Unum shares in Q1 2024, an estimated $1.57M.
  • Unum made up 0.11% of Cipher Capital's portfolio in Q1 2024, its #328 holding.
  • Cipher Capital first reported a position in Unum in Q3 2014 and has held it in 22 quarters since.
  • Cipher Capital's Unum position peaked at $7.86M in Q4 2017.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.