Deerfield Management’s Unum UNM Stock Holding History

Deerfield 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
2024 Q3	–	Sell	-11,057	Closed	-$565K	–	651
2024 Q2	$565K	Buy	+11,057	New	+$572K	0.01%	234
2024 Q1	–	Sell	-5,333	Closed	-$241K	–	431
2023 Q4	$241K	Buy	+5,333	New	+$243K	﹤0.01%	156

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Deerfield Management's UNM Position: Q3 2024 in Review

Deerfield Management sold out of Unum (UNM) in Q3 2024, closing a stake of 11,057 shares — an estimated $565K sold.

Deerfield Management first reported a position in UNM in Q4 2023 and held it in 2 quarters. The position peaked at $565K in Q2 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Deerfield Management reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
Deerfield Management sold 11,057 Unum shares in Q3 2024, an estimated $565K.
Deerfield Management first reported a position in Unum in Q4 2023 and held it in 2 quarters.
Deerfield Management's Unum position peaked at $565K in Q2 2024.
621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Deerfield Management's 13F filing for Q3 2024, filed 14 Nov 2024.