Diametric Capital’s Unum UNM Stock Holding History

Diametric Capital’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 Q4	–	Sell	-4,068	Closed	-$242K	–	452
2024 Q3	$242K	Buy	+4,068	New	+$221K	0.12%	252
2022 Q4	–	Sell	-5,551	Closed	-$215K	–	363
2022 Q3	$215K	Buy	+5,551	New	+$203K	0.11%	215
2021 Q3	–	Sell	-7,531	Closed	-$214K	–	162
2021 Q2	$214K	Sell	7,531 -36,843	-83%	-$1.08M	0.15%	114
2021 Q1	$1.24M	Buy	+44,374	New	+$1.15M	0.94%	38

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Diametric Capital's UNM Position: Q4 2024 in Review

Diametric Capital sold out of Unum (UNM) in Q4 2024, closing a stake of 4,068 shares — an estimated $242K sold.

Diametric Capital first reported a position in UNM in Q1 2021 and held it in 4 quarters. The position peaked at $1.24M in Q1 2021. 684 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Diametric Capital reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Diametric Capital sold 4,068 Unum shares in Q4 2024, an estimated $242K.
Diametric Capital first reported a position in Unum in Q1 2021 and held it in 4 quarters.
Diametric Capital's Unum position peaked at $1.24M in Q1 2021.
684 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Diametric Capital's 13F filing for Q4 2024, filed 12 Feb 2025.