MGIM
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M&G Investment Management’s Unum UNM Stock Holding History

M&G Investment 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
2023
Q4 		$7.99M Buy
177,585
+13,968
+9% +$636K 0.03% 238
2023
Q3 		$8.02M Buy
163,617
+14,057
+9% +$687K 0.04% 220
2023
Q2 		$7.18M Buy
149,560
+4,602
+3% +$201K 0.03% 231
2023
Q1 		$5.8M Buy
+144,958
New +$5.99M 0.03% 242

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

M&G Investment Management's UNM Position: Q4 2023 in Review

M&G Investment Management increased its Unum (UNM) stake by 8.5% in Q4 2023, buying an estimated $636K and bringing the position to 177,585 shares worth $7.99M. The position accounts for 0.03% of the portfolio, ranked #238.

M&G Investment Management first reported a position in UNM in Q1 2023 and has held it in 4 quarters since. The position peaked at $8.02M in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • M&G Investment Management held 177,585 shares of Unum worth $7.99M as of Q4 2023.
  • M&G Investment Management bought 13,968 Unum shares in Q4 2023, an estimated $636K.
  • Unum made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #238 holding.
  • M&G Investment Management first reported a position in Unum in Q1 2023 and has held it in 4 quarters since.
  • M&G Investment Management's Unum position peaked at $8.02M in Q3 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.