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Crawford Investment Counsel’s Unum UNM Stock Holding History

Crawford Investment Counsel’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
-5,610
Closed -$254K – 280
2023
Q4 		$254K Buy
5,610
+84
+2% +$3.83K 0.01% 254
2023
Q3 		$272K Sell
5,526
-800
-13% -$39.1K 0.01% 255
2023
Q2 		$302K Hold
6,326
– – 0.01% 251
2023
Q1 		$250K Buy
+6,326
New +$261K 0.01% 261

Other funds holding UNM

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

Crawford Investment Counsel's UNM Position: Q1 2024 in Review

Crawford Investment Counsel sold out of Unum (UNM) in Q1 2024, closing a stake of 5,610 shares — an estimated $254K sold.

Crawford Investment Counsel first reported a position in UNM in Q1 2023 and held it in 4 quarters. The position peaked at $302K in Q2 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Crawford Investment Counsel reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Crawford Investment Counsel sold 5,610 Unum shares in Q1 2024, an estimated $254K.
  • Crawford Investment Counsel first reported a position in Unum in Q1 2023 and held it in 4 quarters.
  • Crawford Investment Counsel's Unum position peaked at $302K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Crawford Investment Counsel's 13F filing for Q1 2024, filed 15 May 2024.