Hussman Strategic Advisors’s Unum UNM Stock Holding History

Hussman Strategic 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
2024 Q4	–	Sell	-31,500	Closed	-$1.87M	–	307
2024 Q3	$1.87M	Sell	31,500 -21,000	-40%	-$1.14M	0.46%	97
2024 Q2	$2.68M	Hold	52,500	–	–	0.74%	42
2024 Q1	$2.82M	Buy	52,500 +2,100	+4%	+$102K	0.66%	59
2023 Q4	$2.28M	Sell	50,400 -12,000	-19%	-$547K	0.52%	72
2023 Q3	$3.07M	Hold	62,400	–	–	0.59%	47
2023 Q2	$2.98M	Sell	62,400 -30,600	-33%	-$1.34M	0.55%	44
2023 Q1	$3.68M	Hold	93,000	–	–	0.58%	38
2022 Q4	$3.82M	Hold	93,000	–	–	0.62%	42
2022 Q3	$3.61M	Hold	93,000	–	–	0.62%	39
2022 Q2	$3.16M	Sell	93,000 -11,000	-11%	-$372K	0.55%	50
2022 Q1	$3.28M	Hold	104,000	–	–	0.64%	40
2021 Q4	$2.56M	Sell	104,000 -51,000	-33%	-$1.31M	0.56%	56
2021 Q3	$3.88M	Buy	155,000 +31,000	+25%	+$821K	0.86%	12
2021 Q2	$3.52M	Buy	124,000 +16,000	+15%	+$470K	0.73%	19
2021 Q1	$3.01M	Buy	+108,000	New	+$2.8M	0.62%	39
2013 Q4	–	Sell	-500,000	Closed	-$15.2M	–	225
2013 Q3	$15.2M	Buy	+500,000	New	+$15.4M	0.84%	59

Other funds holding UNM

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hussman Strategic Advisors's UNM Position: Q4 2024 in Review

Hussman Strategic Advisors sold out of Unum (UNM) in Q4 2024, closing a stake of 31,500 shares — an estimated $1.87M sold.

Hussman Strategic Advisors first reported a position in UNM in Q3 2013 and held it in 16 quarters. The position peaked at $15.2M in Q3 2013. 683 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Hussman Strategic Advisors reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Hussman Strategic Advisors sold 31,500 Unum shares in Q4 2024, an estimated $1.87M.
Hussman Strategic Advisors first reported a position in Unum in Q3 2013 and held it in 16 quarters.
Hussman Strategic Advisors's Unum position peaked at $15.2M in Q3 2013.
683 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Hussman Strategic Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.