Holocene Advisors
UNM icon

Holocene Advisors’s Unum UNM Stock Holding History

Holocene Advisors’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
2022
Q2 		– Sell
-120,435
Closed -$3.79M – 1015
2022
Q1 		$3.79M Buy
120,435
+102,233
+562% +$2.86M 0.02% 339
2021
Q4 		$447K Sell
18,202
-99,284
-85% -$2.54M ﹤0.01% 786
2021
Q3 		$2.94M Buy
117,486
+27,364
+30% +$724K 0.02% 454
2021
Q2 		$2.56M Buy
90,122
+12,283
+16% +$361K 0.02% 502
2021
Q1 		$2.17M Sell
77,839
-46,169
-37% -$1.2M 0.01% 567
2020
Q4 		$2.85M Buy
124,008
+1,690
+1% +$34.9K 0.02% 350
2020
Q3 		$2.06M Sell
122,318
-73,237
-37% -$1.3M 0.02% 367
2020
Q2 		$3.24M Sell
195,555
-44,622
-19% -$704K 0.03% 254
2020
Q1 		$3.6M Buy
240,177
+182,559
+317% +$4.39M 0.04% 195
2019
Q4 		$1.68M Buy
57,618
+25,447
+79% +$740K 0.02% 450
2019
Q3 		$956K Buy
+32,171
New +$955K 0.01% 502
2018
Q4 		– Sell
-31,031
Closed -$1.21M – 847
2018
Q3 		$1.21M Buy
31,031
+17,105
+123% +$638K 0.02% 201
2018
Q2 		$515K Buy
+13,926
New +$581K 0.01% 191

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return