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Kettle Hill Capital Management’s Unum UNM Stock Holding History

Kettle Hill Capital Management’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 		– Sell
-132,481
Closed -$5.99M – 53
2023
Q4 		$5.99M Sell
132,481
-133,047
-50% -$6.06M 1.56% 31
2023
Q3 		$13.1M Buy
+265,528
New +$13M 2.91% 14

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Kettle Hill Capital Management's UNM Position: Q1 2024 in Review

Kettle Hill Capital Management sold out of Unum (UNM) in Q1 2024, closing a stake of 132,481 shares — an estimated $5.99M sold.

Kettle Hill Capital Management first reported a position in UNM in Q3 2023 and held it in 2 quarters. The position peaked at $13.1M in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Kettle Hill Capital Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Kettle Hill Capital Management sold 132,481 Unum shares in Q1 2024, an estimated $5.99M.
  • Kettle Hill Capital Management first reported a position in Unum in Q3 2023 and held it in 2 quarters.
  • Kettle Hill Capital Management's Unum position peaked at $13.1M in Q3 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Kettle Hill Capital Management's 13F filing for Q1 2024, filed 15 May 2024.