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CIM
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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