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UNM icon

Cutler Group’s Unum UNM Stock Holding History

Cutler Group’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
-670
Closed -$32.7K – 3656
2023
Q4 		$30K Sell
670
-493
-42% -$22.5K ﹤0.01% 1745
2023
Q3 		$57K Buy
+1,163
New +$56.9K 0.01% 1436
2023
Q1 		– Sell
-1,116
Closed -$46.1K – 4756
2022
Q4 		$45K Buy
1,116
+1,016
+1,016% +$42.6K ﹤0.01% 1646
2022
Q3 		$3K Buy
+100
New +$3.66K ﹤0.01% 4053
2022
Q2 		– Sell
-43,660
Closed -$1.48M – 5706
2022
Q1 		$1.38M Buy
+43,660
New +$1.22M 0.07% 303
2021
Q4 		– Sell
-936
Closed -$24K – 6114
2021
Q3 		$23K Sell
936
-2,350
-72% -$62.2K ﹤0.01% 3243
2021
Q2 		$93K Sell
3,286
-7,155
-69% -$210K ﹤0.01% 1952
2021
Q1 		$290K Buy
+10,441
New +$271K 0.01% 1038
2019
Q3 		– Sell
-2,643
Closed -$78.5K – 4749
2019
Q2 		$88K Buy
2,643
+1,189
+82% +$41.2K 0.01% 1172
2019
Q1 		$49K Sell
1,454
-19,528
-93% -$680K 0.01% 1446
2018
Q4 		$616K Sell
20,982
-19,221
-48% -$673K 0.06% 280
2018
Q3 		$1.57M Buy
40,203
+39,971
+17,229% +$1.49M 0.11% 172
2018
Q2 		$8K Buy
+232
New +$9.68K ﹤0.01% 2838
2017
Q4 		– Sell
-3,101
Closed -$166K – 5973
2017
Q3 		$158K Buy
3,101
+2,574
+488% +$126K 0.01% 1327
2017
Q2 		$24K Buy
527
+300
+132% +$13.8K ﹤0.01% 3242
2017
Q1 		$10K Sell
227
-3,837
-94% -$180K ﹤0.01% 4067
2016
Q4 		$178K Buy
+4,064
New +$163K 0.01% 1385
2016
Q1 		– Sell
-242
Closed -$7.1K – 7241
2015
Q4 		$8K Buy
+242
New +$8.35K ﹤0.01% 4439

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cutler Group's UNM Position: Q1 2024 in Review

Cutler Group sold out of Unum (UNM) in Q1 2024, closing a stake of 670 shares — an estimated $32.7K sold.

Cutler Group first reported a position in UNM in Q4 2015 and held it in 18 quarters. The position peaked at $1.57M in Q3 2018. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Cutler Group reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 670 Unum shares in Q1 2024, an estimated $32.7K.
  • Cutler Group first reported a position in Unum in Q4 2015 and held it in 18 quarters.
  • Cutler Group's Unum position peaked at $1.57M in Q3 2018.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.