Corton Capital’s Unum UNM Stock Holding History

Corton 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	–	Sell	-6,118	Closed	-$277K	–	661
2023 Q4	$277K	Buy	+6,118	New	+$279K	0.09%	344
2022 Q1	–	Sell	-10,789	Closed	-$265K	–	492
2021 Q4	$265K	Buy	+10,789	New	+$276K	0.12%	181

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Corton Capital's UNM Position: Q1 2024 in Review

Corton Capital sold out of Unum (UNM) in Q1 2024, closing a stake of 6,118 shares — an estimated $277K sold.

Corton Capital first reported a position in UNM in Q4 2021 and held it in 2 quarters. The position peaked at $277K in Q4 2023. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Corton Capital reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Corton Capital sold 6,118 Unum shares in Q1 2024, an estimated $277K.
Corton Capital first reported a position in Unum in Q4 2021 and held it in 2 quarters.
Corton Capital's Unum position peaked at $277K in Q4 2023.
580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

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