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Lee Ainslie’s Unum UNM Stock Holding History

Lee Ainslie’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
-6,844
Closed -$309K – 550
2023
Q4 		$309K Buy
+6,844
New +$312K 0.01% 269
2023
Q1 		– Sell
-7,343
Closed -$301K – 548
2022
Q4 		$301K Buy
+7,343
New +$308K 0.01% 284
2022
Q1 		– Sell
-2,806
Closed -$69K – 380
2021
Q4 		$69K Buy
+2,806
New +$71.8K ﹤0.01% 278
2021
Q2 		– Sell
-10,704
Closed -$298K – 850
2021
Q1 		$298K Sell
10,704
-9,836
-48% -$255K ﹤0.01% 440
2020
Q4 		$471K Buy
+20,540
New +$425K 0.01% 370
2020
Q2 		– Sell
-46,433
Closed -$697K – 675
2020
Q1 		$697K Buy
+46,433
New +$1.12M 0.01% 359

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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Lee Ainslie's UNM Position: Q1 2024 in Review

Lee Ainslie sold out of Unum (UNM) in Q1 2024, closing a stake of 6,844 shares — an estimated $309K sold.

Lee Ainslie first reported a position in UNM in Q1 2020 and held it in 6 quarters. The position peaked at $697K in Q1 2020. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Lee Ainslie reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 6,844 Unum shares in Q1 2024, an estimated $309K.
  • Lee Ainslie first reported a position in Unum in Q1 2020 and held it in 6 quarters.
  • Lee Ainslie's Unum position peaked at $697K in Q1 2020.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

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