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Grey Street Capital’s Unum UNM Stock Holding History

Grey Street 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
Q1 		$292K Buy
+5,435
New +$265K 0.04% 399

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Grey Street Capital's UNM Position: Q1 2024 in Review

Grey Street Capital opened a new position in Unum (UNM) in Q1 2024: 5,435 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #399 among its holdings.

579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Grey Street Capital held 5,435 shares of Unum worth $292K as of Q1 2024.
  • Unum was a new Grey Street Capital position in Q1 2024.
  • Unum made up 0.04% of Grey Street Capital's portfolio in Q1 2024, its #399 holding.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.