PCM
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Penserra Capital Management’s Unum UNM Stock Holding History

Penserra 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
2023
Q4 		– Sell
-16,912
Closed -$831K – 1362
2023
Q3 		$831K Buy
+16,912
New +$827K 0.02% 392
2020
Q3 		– Sell
-59,799
Closed -$991K – 1040
2020
Q2 		$991K Buy
59,799
+9,730
+19% +$154K 0.05% 273
2020
Q1 		$776K Buy
50,069
+45,141
+916% +$1.09M 0.05% 306
2019
Q4 		$133K Buy
4,928
+392
+9% +$11.4K 0.01% 524
2019
Q3 		$134K Buy
4,536
+651
+17% +$19.3K 0.01% 469
2019
Q2 		$130K Buy
3,885
+1,046
+37% +$36.2K 0.01% 463
2019
Q1 		$96K Sell
2,839
-1,086
-28% -$37.8K 0.01% 465
2018
Q4 		$115K Buy
3,925
+3,229
+464% +$113K 0.01% 349
2018
Q3 		$27K Buy
696
+52
+8% +$1.94K ﹤0.01% 646
2018
Q2 		$23K Sell
644
-112
-15% -$4.67K ﹤0.01% 525
2018
Q1 		$35K Buy
756
+324
+75% +$16.9K ﹤0.01% 439
2017
Q4 		$23K Buy
+432
New +$23.2K ﹤0.01% 376

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Penserra Capital Management's UNM Position: Q4 2023 in Review

Penserra Capital Management sold out of Unum (UNM) in Q4 2023, closing a stake of 16,912 shares — an estimated $831K sold.

Penserra Capital Management first reported a position in UNM in Q4 2017 and held it in 12 quarters. The position peaked at $991K in Q2 2020. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Penserra Capital Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Penserra Capital Management sold 16,912 Unum shares in Q4 2023, an estimated $831K.
  • Penserra Capital Management first reported a position in Unum in Q4 2017 and held it in 12 quarters.
  • Penserra Capital Management's Unum position peaked at $991K in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.