Councilmark Asset Management’s Unum UNM Stock Holding History

Councilmark Asset 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 Q3	–	Sell	-21,800	Closed	-$1.11M	–	85
2024 Q2	$1.11M	Hold	21,800	–	–	0.79%	36
2024 Q1	$1.17M	Buy	+21,800	New	+$1.06M	0.84%	36

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Councilmark Asset Management's UNM Position: Q3 2024 in Review

Councilmark Asset Management sold out of Unum (UNM) in Q3 2024, closing a stake of 21,800 shares — an estimated $1.11M sold.

Councilmark Asset Management first reported a position in UNM in Q1 2024 and held it in 2 quarters. The position peaked at $1.17M in Q1 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Councilmark Asset Management reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
Councilmark Asset Management sold 21,800 Unum shares in Q3 2024, an estimated $1.11M.
Councilmark Asset Management first reported a position in Unum in Q1 2024 and held it in 2 quarters.
Councilmark Asset Management's Unum position peaked at $1.17M in Q1 2024.
621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Councilmark Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.