Echo Street Capital Management’s Unum UNM Stock Holding History

Echo Street Capital 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	-13,045	Closed	-$642K	–	405
2023 Q3	$642K	Buy	13,045 +3,685	+39%	+$180K	0.01%	210
2023 Q2	$446K	Sell	9,360 -2,158	-19%	-$94.2K	﹤0.01%	290
2023 Q1	$456K	Buy	+11,518	New	+$476K	﹤0.01%	278
2022 Q4	–	Sell	-17,542	Closed	-$681K	–	655
2022 Q3	$681K	Buy	17,542 +255	+1%	+$9.33K	0.01%	217
2022 Q2	$588K	Buy	+17,287	New	+$585K	0.01%	278
2022 Q1	–	Sell	-26,922	Closed	-$661K	–	749
2021 Q4	$661K	Sell	26,922 -31,077	-54%	-$796K	﹤0.01%	349
2021 Q3	$1.45M	Buy	+57,999	New	+$1.54M	0.01%	186
2021 Q2	–	Sell	-10,570	Closed	-$294K	–	709
2021 Q1	$294K	Buy	+10,570	New	+$274K	﹤0.01%	421

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Echo Street Capital Management's UNM Position: Q4 2023 in Review

Echo Street Capital Management sold out of Unum (UNM) in Q4 2023, closing a stake of 13,045 shares — an estimated $642K sold.

Echo Street Capital Management first reported a position in UNM in Q1 2021 and held it in 8 quarters. The position peaked at $1.45M in Q3 2021. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Echo Street Capital Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 13,045 Unum shares in Q4 2023, an estimated $642K.
Echo Street Capital Management first reported a position in Unum in Q1 2021 and held it in 8 quarters.
Echo Street Capital Management's Unum position peaked at $1.45M in Q3 2021.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.