CTC Capital Management’s Unum UNM Stock Holding History

CTC Capital 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
2023 Q1	–	Sell	-5,900	Closed	-$242K	–	131
2022 Q4	$242K	Buy	+5,900	New	+$247K	0.28%	75

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DSC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CTC Capital Management's UNM Position: Q1 2023 in Review

CTC Capital Management sold out of Unum (UNM) in Q1 2023, closing a stake of 5,900 shares — an estimated $242K sold.

CTC Capital Management first reported a position in UNM in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

CTC Capital Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
CTC Capital Management sold 5,900 Unum shares in Q1 2023, an estimated $242K.
CTC Capital Management first reported a position in Unum in Q4 2022 and held it in 1 quarter.
CTC Capital Management's Unum position peaked at $242K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on CTC Capital Management's 13F filing for Q1 2023, filed 5 May 2023.