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PDT Partners’s Unum UNM Stock Holding History

PDT Partners’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
Q2 		– Sell
-16,600
Closed -$657K – 660
2023
Q1 		$657K Buy
16,600
+1,110
+7% +$45.8K 0.09% 344
2022
Q4 		$636K Buy
+15,490
New +$649K 0.1% 339
2015
Q3 		– Sell
-69,828
Closed -$2.5M – 1584
2015
Q2 		$2.5M Buy
+69,828
New +$2.44M 0.07% 350
2014
Q4 		– Sell
-168,843
Closed -$5.8M – 1102
2014
Q3 		$5.8M Buy
168,843
+93,757
+125% +$3.3M 0.15% 171
2014
Q2 		$2.61M Buy
+75,086
New +$2.56M 0.07% 360

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

PDT Partners's UNM Position: Q2 2023 in Review

PDT Partners sold out of Unum (UNM) in Q2 2023, closing a stake of 16,600 shares — an estimated $657K sold.

PDT Partners first reported a position in UNM in Q2 2014 and held it in 5 quarters. The position peaked at $5.8M in Q3 2014. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

  • PDT Partners reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
  • PDT Partners sold 16,600 Unum shares in Q2 2023, an estimated $657K.
  • PDT Partners first reported a position in Unum in Q2 2014 and held it in 5 quarters.
  • PDT Partners's Unum position peaked at $5.8M in Q3 2014.
  • 555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on PDT Partners's 13F filing for Q2 2023, filed 14 Aug 2023.