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Contravisory Investment Management’s Unum UNM Stock Holding History

Contravisory Investment 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
2024
Q1 		– Sell
-554
Closed -$25.1K – 387
2023
Q4 		$25.1K Buy
+554
New +$25.2K 0.01% 257
2021
Q4 		– Sell
-12,918
Closed -$324K – 322
2021
Q3 		$324K Sell
12,918
-122
-0.9% -$3.23K 0.1% 151
2021
Q2 		$370K Buy
13,040
+1,934
+17% +$56.8K 0.11% 127
2021
Q1 		$309K Buy
+11,106
New +$288K 0.1% 125
2018
Q2 		– Sell
-6,777
Closed -$323K – 371
2018
Q1 		$323K Buy
6,777
+447
+7% +$23.4K 0.12% 110
2017
Q4 		$347K Buy
6,330
+610
+11% +$32.7K 0.13% 79
2017
Q3 		$292K Buy
5,720
+24
+0.4% +$1.17K 0.1% 89
2017
Q2 		$266K Buy
5,696
+4,035
+243% +$186K 0.1% 99
2017
Q1 		$78K Buy
+1,661
New +$77.8K 0.03% 172

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 $3.38T AUM 44.17% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Contravisory Investment Management's UNM Position: Q1 2024 in Review

Contravisory Investment Management sold out of Unum (UNM) in Q1 2024, closing a stake of 554 shares — an estimated $25.1K sold.

Contravisory Investment Management first reported a position in UNM in Q1 2017 and held it in 9 quarters. The position peaked at $370K in Q2 2021. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Contravisory Investment Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 554 Unum shares in Q1 2024, an estimated $25.1K.
  • Contravisory Investment Management first reported a position in Unum in Q1 2017 and held it in 9 quarters.
  • Contravisory Investment Management's Unum position peaked at $370K in Q2 2021.
  • 580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.