JG
UNM icon

Jefferies Group’s Unum UNM Stock Holding History

Jefferies Group’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
Q3 		$683K Buy
+17,600
New +$644K 0.01% 927
2020
Q1 		– Sell
-75,695
Closed -$2.21M – 2695
2019
Q4 		$2.21M Buy
75,695
+57,319
+312% +$1.67M 0.02% 989
2019
Q3 		$546K Sell
18,376
-64,355
-78% -$1.91M ﹤0.01% 1836
2019
Q2 		$2.78M Buy
82,731
+20,910
+34% +$724K 0.02% 763
2019
Q1 		$2.09M Sell
61,821
-41,079
-40% -$1.43M 0.02% 898
2018
Q4 		$3.02M Buy
102,900
+10,400
+11% +$364K 0.02% 631
2018
Q3 		$3.61M Buy
92,500
+20,136
+28% +$751K 0.02% 682
2018
Q2 		$2.68M Buy
72,364
+9,006
+14% +$376K 0.02% 751
2018
Q1 		$3.02M Buy
63,358
+35,796
+130% +$1.87M 0.02% 680
2017
Q4 		$1.51M Sell
27,562
-66,363
-71% -$3.56M 0.01% 1131
2017
Q3 		$4.8M Sell
93,925
-3,704
-4% -$181K 0.03% 549
2017
Q2 		$4.55M Buy
97,629
+12,717
+15% +$585K 0.03% 577
2017
Q1 		$3.98M Buy
84,912
+57,916
+215% +$2.71M 0.03% 596
2016
Q4 		$1.19M Buy
26,996
+25,996
+2,600% +$1.04M 0.01% 1176
2016
Q3 		$35K Sell
1,000
-56,361
-98% -$1.91M ﹤0.01% 2115
2016
Q2 		$1.82M Sell
57,361
-1,298
-2% -$43.9K 0.01% 903
2016
Q1 		$1.81M Buy
58,659
+33,004
+129% +$968K 0.01% 890
2015
Q4 		$854K Buy
25,655
+13,883
+118% +$479K ﹤0.01% 1241
2015
Q3 		$378K Buy
+11,772
New +$406K ﹤0.01% 1641
2014
Q4 		– Sell
-25,963
Closed -$893K – 2349
2014
Q3 		$893K Buy
25,963
+19,855
+325% +$698K 0.01% 1052
2014
Q2 		$212K Sell
6,108
-3,669
-38% -$125K ﹤0.01% 1728
2014
Q1 		$345K Buy
+9,777
New +$334K ﹤0.01% 1469
2013
Q4 		– Sell
-15,668
Closed -$477K – 2238
2013
Q3 		$477K Buy
+15,668
New +$481K ﹤0.01% 1210

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Group's UNM Position: Q3 2022 in Review

Jefferies Group opened a new position in Unum (UNM) in Q3 2022: 17,600 shares worth $683K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Jefferies Group previously reported a position in UNM as recently as Q4 2019.

Jefferies Group first reported a position in UNM in Q3 2013 and has held it in 23 quarters since. The position peaked at $4.8M in Q3 2017. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Jefferies Group held 17,600 shares of Unum worth $683K as of Q3 2022.
  • Unum was a new Jefferies Group position in Q3 2022.
  • Unum made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #927 holding.
  • Jefferies Group first reported a position in Unum in Q3 2013 and has held it in 23 quarters since.
  • Jefferies Group's Unum position peaked at $4.8M in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.