Mackenzie Financial’s Unum UNM Stock Holding History

Mackenzie Financial’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
2019 Q4	–	Sell	-179,834	Closed	-$5.34M	–	1162
2019 Q3	$5.34M	Buy	+179,834	New	+$5.34M	0.01%	432

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

Mackenzie Financial's UNM Position: Q4 2024 in Review

Mackenzie Financial sold out of Unum (UNM) in Q4 2024, closing a stake of 3,928 shares — an estimated $233K sold.

Mackenzie Financial first reported a position in UNM in Q1 2016 and held it in 21 quarters. The position peaked at $19M in Q1 2022. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Mackenzie Financial reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Mackenzie Financial sold 3,928 Unum shares in Q4 2024, an estimated $233K.
Mackenzie Financial first reported a position in Unum in Q1 2016 and held it in 21 quarters.
Mackenzie Financial's Unum position peaked at $19M in Q1 2022.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.