M&G plc’s Unum UNM Stock Holding History

M&G plc’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 Q4	–	Sell	-192,608	Closed	-$11.4M	–	455
2024 Q3	$11.4M	Buy	192,608 +5,487	+3%	+$298K	0.04%	195
2024 Q2	$9.54M	Buy	187,121 +20,675	+12%	+$1.07M	0.04%	204
2024 Q1	$8.99M	Buy	+166,446	New	+$8.12M	0.03%	213

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

M&G plc's UNM Position: Q4 2024 in Review

M&G plc sold out of Unum (UNM) in Q4 2024, closing a stake of 192,608 shares — an estimated $11.4M sold.

M&G plc first reported a position in UNM in Q1 2024 and held it in 3 quarters. The position peaked at $11.4M in Q3 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

M&G plc reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
M&G plc sold 192,608 Unum shares in Q4 2024, an estimated $11.4M.
M&G plc first reported a position in Unum in Q1 2024 and held it in 3 quarters.
M&G plc's Unum position peaked at $11.4M in Q3 2024.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on M&G plc's 13F filing for Q4 2024, filed 11 Feb 2025.