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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
-1,600
Closed -$1K – 3657
2023
Q4 		$1K Buy
+1,600
New +$72.9K ﹤0.01% 3478
2021
Q4 		– Sell
-300
Closed -$1K – 6115
2021
Q3 		$1K Buy
+300
New +$7.94K ﹤0.01% 5459
2021
Q2 		– Sell
-3,700
Closed -$2K – 6386
2021
Q1 		$2K Buy
+3,700
New +$96K ﹤0.01% 5028
2020
Q4 		– Sell
-9,600
Closed -$1K – 5513
2020
Q3 		$1K Sell
9,600
-1,900
-17% -$33.8K ﹤0.01% 4471
2020
Q2 		$5K Buy
11,500
+10,900
+1,817% +$172K ﹤0.01% 3355
2020
Q1 		$6K Buy
+600
New +$14.4K ﹤0.01% 3020
2019
Q4 		– Sell
-900
Closed -$5K – 4625
2019
Q3 		$5K Sell
900
-700
-44% -$20.8K ﹤0.01% 3067
2019
Q2 		$8K Sell
1,600
-7,900
-83% -$274K ﹤0.01% 2848
2019
Q1 		$40K Sell
9,500
-5,400
-36% -$188K ﹤0.01% 1585
2018
Q4 		$173K Sell
14,900
-56,900
-79% -$1.99M 0.02% 716
2018
Q3 		$158K Buy
+71,800
New +$2.68M 0.01% 949
2016
Q2 		– Sell
-7,400
Closed -$1K – 7333
2016
Q1 		$1K Buy
+7,400
New +$217K ﹤0.01% 6153

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

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.