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Handelsinvest Investeringsforvaltning’s Unum UNM Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$243K Sell
4,522
-2,348
-34% -$114K 0.12% 223
2023
Q4 		$311K Buy
+6,870
New +$313K 0.13% 257

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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's UNM Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Unum (UNM) stake by 34% in Q1 2024, selling an estimated $114K and leaving 4,522 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #223.

Handelsinvest Investeringsforvaltning first reported a position in UNM in Q4 2023 and has held it in 2 quarters since. The position peaked at $311K in Q4 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 4,522 shares of Unum worth $243K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 2,348 Unum shares in Q1 2024, an estimated $114K.
  • Unum made up 0.12% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #223 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Unum in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Unum position peaked at $311K in Q4 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.