LP
UNM icon

LMR Partners’s Unum UNM Stock Holding History

LMR Partners’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
2023
Q4 		– Sell
-624,016
Closed -$30.7M – 1139
2023
Q3 		$30.7M Sell
624,016
-27,102
-4% -$1.32M 0.35% 59
2023
Q2 		$31.1M Buy
651,118
+644,036
+9,094% +$28.1M 0.34% 65
2023
Q1 		$280K Sell
7,082
-18,563
-72% -$767K ﹤0.01% 809
2022
Q4 		$1.05M Buy
25,645
+3,253
+15% +$136K 0.02% 671
2022
Q3 		$869K Buy
22,392
+12,393
+124% +$453K 0.02% 775
2022
Q2 		$340K Buy
+9,999
New +$338K 0.01% 989
2021
Q4 		– Sell
-152,144
Closed -$3.81M – 1282
2021
Q3 		$3.81M Buy
+152,144
New +$4.03M 0.04% 317
2020
Q3 		– Sell
-107,405
Closed -$1.78M – 639
2020
Q2 		$1.78M Buy
+107,405
New +$1.69M 0.04% 278
2018
Q4 		– Sell
-18,351
Closed -$717K – 484
2018
Q3 		$717K Buy
+18,351
New +$685K 0.05% 161
2018
Q2 		– Sell
-8,487
Closed -$466K – 581
2018
Q1 		$466K Hold
8,487
– – 0.05% 254
2017
Q4 		$466K Buy
+8,487
New +$456K 0.05% 254
2017
Q3 		– Sell
-39,829
Closed -$1.86M – 551
2017
Q2 		$1.86M Buy
39,829
+32,989
+482% +$1.52M 0.12% 183
2017
Q1 		$321K Sell
6,840
-18,545
-73% -$869K 0.03% 285
2016
Q4 		$1.11M Buy
+25,385
New +$1.02M 0.17% 139

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LMR Partners's UNM Position: Q4 2023 in Review

LMR Partners sold out of Unum (UNM) in Q4 2023, closing a stake of 624,016 shares — an estimated $30.7M sold.

LMR Partners first reported a position in UNM in Q4 2016 and held it in 14 quarters. The position peaked at $31.1M in Q2 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • LMR Partners reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • LMR Partners sold 624,016 Unum shares in Q4 2023, an estimated $30.7M.
  • LMR Partners first reported a position in Unum in Q4 2016 and held it in 14 quarters.
  • LMR Partners's Unum position peaked at $31.1M in Q2 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on LMR Partners's 13F filing for Q4 2023, filed 14 Feb 2024.