Little House Capital’s Unum UNM Stock Holding History

Little House Capital’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 Q2	–	Sell	-26,148	Closed	-$1.4M	–	132
2024 Q1	$1.4M	Buy	+26,148	New	+$1.27M	0.46%	54

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Little House Capital's UNM Position: Q2 2024 in Review

Little House Capital sold out of Unum (UNM) in Q2 2024, closing a stake of 26,148 shares — an estimated $1.4M sold.

Little House Capital first reported a position in UNM in Q1 2024 and held it in 1 quarter. The position peaked at $1.4M in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Little House Capital reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Little House Capital sold 26,148 Unum shares in Q2 2024, an estimated $1.4M.
Little House Capital first reported a position in Unum in Q1 2024 and held it in 1 quarter.
Little House Capital's Unum position peaked at $1.4M in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Little House Capital's 13F filing for Q2 2024, filed 2 Aug 2024.