Credit Suisse’s Unum UNM Stock Holding History

Credit Suisse’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
2019 Q3	–	Sell	-15,000	Closed	-$503K	–	4260
2019 Q2	$503K	Buy	15,000 +4,500	+43%	+$156K	﹤0.01%	3398
2019 Q1	$355K	Buy	+10,500	New	+$366K	﹤0.01%	3528

Other funds holding UNM

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

BlackRock New York $5.72T 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

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Credit Suisse's UNM Position: Q1 2024 in Review

Credit Suisse reduced its Unum (UNM) stake by 13% in Q1 2024, selling an estimated $2.05M and leaving 285,752 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #731.

Credit Suisse first reported a position in UNM in Q2 2013 and has held it in 44 quarters since. The position peaked at $23.6M in Q3 2018. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Credit Suisse held 285,752 shares of Unum worth $15.3M as of Q1 2024.
Credit Suisse sold 42,014 Unum shares in Q1 2024, an estimated $2.05M.
Unum made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #731 holding.
Credit Suisse first reported a position in Unum in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Unum position peaked at $23.6M in Q3 2018.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.