EAM
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Eagle Asset Management’s Unum UNM Stock Holding History

Eagle Asset 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
2023
Q4 		– Sell
-147,196
Closed -$7.24M – 597
2023
Q3 		$7.24M Buy
147,196
+1,629
+1% +$79.6K 0.04% 308
2023
Q2 		$6.94M Buy
+145,567
New +$6.35M 0.04% 310
2018
Q2 		– Sell
-49,374
Closed -$2.35M – 662
2018
Q1 		$2.35M Sell
49,374
-9,002
-15% -$470K 0.01% 521
2017
Q4 		$3.2M Buy
58,376
+1,101
+2% +$59.1K 0.02% 488
2017
Q3 		$2.96M Buy
57,275
+23
+0% +$1.12K 0.02% 492
2017
Q2 		$2.67M Sell
57,252
-2,318
-4% -$107K 0.02% 509
2017
Q1 		$2.79M Sell
59,570
-6,187
-9% -$290K 0.02% 511
2016
Q4 		$2.89M Sell
65,757
-3,390
-5% -$136K 0.02% 498
2016
Q3 		$2.44M Buy
69,147
+131
+0.2% +$4.43K 0.02% 528
2016
Q2 		$2.19M Buy
69,016
+594
+0.9% +$20.1K 0.02% 536
2016
Q1 		$2.12M Buy
68,422
+4,059
+6% +$119K 0.01% 539
2015
Q4 		$2.14M Sell
64,363
-4,662
-7% -$161K 0.01% 544
2015
Q3 		$2.21M Buy
+69,025
New +$2.38M 0.02% 543
2013
Q3 		– Sell
-129,666
Closed -$3.81M – 712
2013
Q2 		$3.81M Buy
+129,666
New +$3.61M 0.03% 506

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Eagle Asset Management's UNM Position: Q4 2023 in Review

Eagle Asset Management sold out of Unum (UNM) in Q4 2023, closing a stake of 147,196 shares — an estimated $7.24M sold.

Eagle Asset Management first reported a position in UNM in Q2 2013 and held it in 14 quarters. The position peaked at $7.24M in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Eagle Asset Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Eagle Asset Management sold 147,196 Unum shares in Q4 2023, an estimated $7.24M.
  • Eagle Asset Management first reported a position in Unum in Q2 2013 and held it in 14 quarters.
  • Eagle Asset Management's Unum position peaked at $7.24M in Q3 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Eagle Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.