Loomis, Sayles & Company’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-251
| Closed | -$13K | – | 751 |
|
|
2024
Q1 | $13K | Sell |
251
-206
| -45% | -$10K | ﹤0.01% | 673 |
|
|
2023
Q4 | $21K | Sell |
457
-26
| -5% | -$1.18K | ﹤0.01% | 680 |
|
|
2023
Q3 | $24K | Sell |
483
-2,456
| -84% | -$120K | ﹤0.01% | 682 |
|
|
2023
Q2 | $140K | Sell |
2,939
-1,019
| -26% | -$44.5K | ﹤0.01% | 531 |
|
|
2023
Q1 | $157K | Sell |
3,958
-1,529
| -28% | -$63.1K | ﹤0.01% | 523 |
|
|
2022
Q4 | $225K | Buy |
5,487
+2,873
| +110% | +$120K | ﹤0.01% | 503 |
|
|
2022
Q3 | $101K | Buy |
2,614
+2,461
| +1,608% | +$90K | ﹤0.01% | 517 |
|
|
2022
Q2 | $5K | Sell |
153
-179
| -54% | -$6.06K | ﹤0.01% | 734 |
|
|
2022
Q1 | $10K | Buy |
+332
| New | +$9.28K | ﹤0.01% | 721 |
|
|
2021
Q4 | – | Sell |
-1,024
| Closed | -$26K | – | 907 |
|
|
2021
Q3 | $26K | Hold |
1,024
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $29K | Sell |
1,024
-225
| -18% | -$6.61K | ﹤0.01% | 631 |
|
|
2021
Q1 | $35K | Buy |
1,249
+456
| +58% | +$11.8K | ﹤0.01% | 588 |
|
|
2020
Q4 | $18K | Buy |
+793
| New | +$16.4K | ﹤0.01% | 637 |
|
|
2020
Q3 | – | Sell |
-46,484
| Closed | -$771K | – | 725 |
|
|
2020
Q2 | $771K | Buy |
+46,484
| New | +$734K | ﹤0.01% | 470 |
|
|
2020
Q1 | – | Sell |
-23,002
| Closed | -$671K | – | 795 |
|
|
2019
Q4 | $671K | Buy |
+23,002
| New | +$669K | ﹤0.01% | 487 |
|
|
2017
Q2 | – | Sell |
-920,905
| Closed | -$43.2M | – | 1003 |
|
|
2017
Q1 | $43.2M | Sell |
920,905
-27,914
| -3% | -$1.31M | 0.11% | 110 |
|
|
2016
Q4 | $41.7M | Sell |
948,819
-156,753
| -14% | -$6.27M | 0.1% | 127 |
|
|
2016
Q3 | $39M | Sell |
1,105,572
-10,883
| -1% | -$368K | 0.1% | 124 |
|
|
2016
Q2 | $35.5M | Sell |
1,116,455
-59,361
| -5% | -$2.01M | 0.1% | 143 |
|
|
2016
Q1 | $36.4M | Sell |
1,175,816
-2,469
| -0.2% | -$72.4K | 0.1% | 144 |
|
|
2015
Q4 | $39.2M | Sell |
1,178,285
-520,906
| -31% | -$18M | 0.11% | 130 |
|
|
2015
Q3 | $54.5M | Sell |
1,699,191
-176,515
| -9% | -$6.08M | 0.16% | 94 |
|
|
2015
Q2 | $67.1M | Sell |
1,875,706
-215,965
| -10% | -$7.55M | 0.18% | 94 |
|
|
2015
Q1 | $70.6M | Sell |
2,091,671
-234,727
| -10% | -$7.79M | 0.2% | 94 |
|
|
2014
Q4 | $81.1M | Sell |
2,326,398
-164,282
| -7% | -$5.55M | 0.23% | 85 |
|
|
2014
Q3 | $85.6M | Sell |
2,490,680
-128,455
| -5% | -$4.52M | 0.25% | 82 |
|
|
2014
Q2 | $91M | Sell |
2,619,135
-290,286
| -10% | -$9.91M | 0.26% | 87 |
|
|
2014
Q1 | $103M | Sell |
2,909,421
-408,806
| -12% | -$14M | 0.29% | 83 |
|
|
2013
Q4 | $116M | Sell |
3,318,227
-68,786
| -2% | -$2.25M | 0.35% | 63 |
|
|
2013
Q3 | $103M | Buy |
3,387,013
+9,869
| +0.3% | +$303K | 0.33% | 70 |
|
|
2013
Q2 | $99.2K | Buy |
+3,377,144
| New | +$94M | 0.35% | 58 |
|
Other funds holding UNM
Loomis, Sayles & Company's UNM Position: Q2 2024 in Review
Loomis, Sayles & Company sold out of Unum (UNM) in Q2 2024, closing a stake of 251 shares — an estimated $13K sold.
Loomis, Sayles & Company first reported a position in UNM in Q2 2013 and held it in 31 quarters. The position peaked at $116M in Q4 2013. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.
- Loomis, Sayles & Company reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
- Loomis, Sayles & Company sold 251 Unum shares in Q2 2024, an estimated $13K.
- Loomis, Sayles & Company first reported a position in Unum in Q2 2013 and held it in 31 quarters.
- Loomis, Sayles & Company's Unum position peaked at $116M in Q4 2013.
- 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.
Based on Loomis, Sayles & Company's 13F filing for Q2 2024, filed 13 Aug 2024.