Duality Advisers’s Unum UNM Stock Holding History

Duality Advisers’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 Q2	–	Sell	-40,864	Closed	-$2.19M	–	506
2024 Q1	$2.19M	Buy	40,864 +7,491	+22%	+$365K	0.22%	165
2023 Q4	$1.51M	Buy	33,373 +11,184	+50%	+$509K	0.16%	235
2023 Q3	$1.09M	Buy	+22,189	New	+$1.08M	0.13%	272
2021 Q4	–	Sell	-117,105	Closed	-$2.94M	–	691
2021 Q3	$2.94M	Buy	+117,105	New	+$3.1M	0.23%	183
2020 Q4	–	Sell	-275,190	Closed	-$4.63M	–	738
2020 Q3	$4.63M	Sell	275,190 -42,814	-13%	-$761K	0.3%	69
2020 Q2	$5.28M	Buy	+318,004	New	+$5.02M	0.48%	50

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Duality Advisers's UNM Position: Q2 2024 in Review

Duality Advisers sold out of Unum (UNM) in Q2 2024, closing a stake of 40,864 shares — an estimated $2.19M sold.

Duality Advisers first reported a position in UNM in Q2 2020 and held it in 6 quarters. The position peaked at $5.28M in Q2 2020. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Duality Advisers reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 40,864 Unum shares in Q2 2024, an estimated $2.19M.
Duality Advisers first reported a position in Unum in Q2 2020 and held it in 6 quarters.
Duality Advisers's Unum position peaked at $5.28M in Q2 2020.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.