M&R Capital Management’s Unum UNM Stock Holding History

M&R Capital 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
2024 Q3	$1.69K	Sell	28 -10	-26%	-$543	﹤0.01%	525
2024 Q2	$1.95K	Hold	38	–	–	﹤0.01%	490
2024 Q1	$2.04K	Hold	38	–	–	﹤0.01%	497
2023 Q4	$1.71K	Hold	38	–	–	﹤0.01%	571
2023 Q3	$1.85K	Hold	38	–	–	﹤0.01%	542
2023 Q2	$1.83K	Hold	38	–	–	﹤0.01%	548
2023 Q1	$1.51K	Buy	38 +1	+3%	+$41	﹤0.01%	558
2022 Q4	$1.55K	Buy	+37	New	+$1.55K	﹤0.01%	528
2020 Q4	–	Sell	-400	Closed	-$6K	–	468
2020 Q3	$6K	Sell	400 -214	-35%	-$3.81K	﹤0.01%	393
2020 Q2	$10K	Sell	614 -7,008	-92%	-$111K	﹤0.01%	358
2020 Q1	$114K	Hold	7,622	–	–	0.03%	185
2019 Q4	$222K	Hold	7,622	–	–	0.05%	163
2019 Q3	$226K	Hold	7,622	–	–	0.05%	166
2019 Q2	$255K	Hold	7,622	–	–	0.06%	160
2019 Q1	$278K	Hold	7,622	–	–	0.06%	159
2018 Q4	$223K	Hold	7,622	–	–	0.06%	160
2018 Q3	$297K	Hold	7,622	–	–	0.06%	159
2018 Q2	$281K	Hold	7,622	–	–	0.06%	163
2018 Q1	$362K	Hold	7,622	–	–	0.08%	142
2017 Q4	$418K	Hold	7,622	–	–	0.1%	138
2017 Q3	$389K	Hold	7,622	–	–	0.09%	137
2017 Q2	$378K	Hold	7,622	–	–	0.09%	137
2017 Q1	$357K	Hold	7,622	–	–	0.09%	143
2016 Q4	$334K	Hold	7,622	–	–	0.09%	141
2016 Q3	$269K	Hold	7,622	–	–	0.08%	146
2016 Q2	$242K	Buy	+7,622	New	+$258K	0.07%	151

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

M&R Capital Management's UNM Position: Q3 2024 in Review

M&R Capital Management reduced its Unum (UNM) stake by 26% in Q3 2024, selling an estimated $543 and leaving 28 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

M&R Capital Management first reported a position in UNM in Q2 2016 and has held it in 26 quarters since. The position peaked at $418K in Q4 2017. 622 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

M&R Capital Management held 28 shares of Unum worth $1.69K as of Q3 2024.
M&R Capital Management sold 10 Unum shares in Q3 2024, an estimated $543.
Unum made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #525 holding.
M&R Capital Management first reported a position in Unum in Q2 2016 and has held it in 26 quarters since.
M&R Capital Management's Unum position peaked at $418K in Q4 2017.
622 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.