Quantedge Capital’s Unum UNM Stock Holding History

Quantedge Capital’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 Q1	–	Sell	-28,724	Closed	-$1.18M	–	177
2022 Q4	$1.18M	Sell	28,724 -16,176	-36%	-$678K	0.4%	74
2022 Q3	$1.74M	Buy	44,900 +4,900	+12%	+$179K	0.54%	63
2022 Q2	$1.36M	Buy	+40,000	New	+$1.35M	0.27%	103

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Quantedge Capital's UNM Position: Q1 2023 in Review

Quantedge Capital sold out of Unum (UNM) in Q1 2023, closing a stake of 28,724 shares — an estimated $1.18M sold.

Quantedge Capital first reported a position in UNM in Q2 2022 and held it in 3 quarters. The position peaked at $1.74M in Q3 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Quantedge Capital reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Quantedge Capital sold 28,724 Unum shares in Q1 2023, an estimated $1.18M.
Quantedge Capital first reported a position in Unum in Q2 2022 and held it in 3 quarters.
Quantedge Capital's Unum position peaked at $1.74M in Q3 2022.
524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Quantedge Capital's 13F filing for Q1 2023, filed 12 May 2023.