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Studio Investment Management’s Unum UNM Stock Holding History

Studio Investment 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
Q3 		– Sell
-241
Closed -$11.5K – 243
2023
Q2 		$11.5K Hold
241
– – ﹤0.01% 201
2023
Q1 		$9.53K Hold
241
– – ﹤0.01% 196
2022
Q4 		$9.89K Buy
+241
New +$10.1K ﹤0.01% 167

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Studio Investment Management's UNM Position: Q3 2023 in Review

Studio Investment Management sold out of Unum (UNM) in Q3 2023, closing a stake of 241 shares — an estimated $11.5K sold.

Studio Investment Management first reported a position in UNM in Q4 2022 and held it in 3 quarters. The position peaked at $11.5K in Q2 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Studio Investment Management reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
  • Studio Investment Management sold 241 Unum shares in Q3 2023, an estimated $11.5K.
  • Studio Investment Management first reported a position in Unum in Q4 2022 and held it in 3 quarters.
  • Studio Investment Management's Unum position peaked at $11.5K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.