CCMG
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Clark Capital Management Group’s Unum UNM Stock Holding History

Clark Capital Management Group’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
-591,538
Closed -$29.1M – 409
2023
Q3 		$29.1M Buy
+591,538
New +$28.9M 0.29% 121
2019
Q2 		– Sell
-982,514
Closed -$33.2M – 330
2019
Q1 		$33.2M Buy
982,514
+65,941
+7% +$2.3M 0.79% 41
2018
Q4 		$26.9M Buy
916,573
+894,967
+4,142% +$31.3M 0.72% 44
2018
Q3 		$844K Buy
+21,606
New +$806K 0.02% 209

Other funds holding UNM

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

Clark Capital Management Group's UNM Position: Q4 2023 in Review

Clark Capital Management Group sold out of Unum (UNM) in Q4 2023, closing a stake of 591,538 shares — an estimated $29.1M sold.

Clark Capital Management Group first reported a position in UNM in Q3 2018 and held it in 4 quarters. The position peaked at $33.2M in Q1 2019. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Clark Capital Management Group reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Clark Capital Management Group sold 591,538 Unum shares in Q4 2023, an estimated $29.1M.
  • Clark Capital Management Group first reported a position in Unum in Q3 2018 and held it in 4 quarters.
  • Clark Capital Management Group's Unum position peaked at $33.2M in Q1 2019.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Clark Capital Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.