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SummerHaven Investment Management’s Unum UNM Stock Holding History

SummerHaven 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
2024
Q3 		– Sell
-15,865
Closed -$811K – 280
2024
Q2 		$811K Buy
15,865
+287
+2% +$14.8K 0.53% 88
2024
Q1 		$836K Buy
15,578
+205
+1% +$9.99K 0.52% 95
2023
Q4 		$695K Buy
15,373
+251
+2% +$11.4K 0.45% 138
2023
Q3 		$744K Buy
+15,122
New +$739K 0.55% 61
2021
Q3 		– Sell
-25,890
Closed -$735K – 295
2021
Q2 		$735K Buy
25,890
+639
+3% +$18.8K 0.42% 129
2021
Q1 		$703K Hold
25,251
– – 0.43% 124
2020
Q4 		$579K Buy
+25,251
New +$522K 0.45% 130

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SummerHaven Investment Management's UNM Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Unum (UNM) in Q3 2024, closing a stake of 15,865 shares — an estimated $811K sold.

SummerHaven Investment Management first reported a position in UNM in Q4 2020 and held it in 7 quarters. The position peaked at $836K in Q1 2024. 623 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • SummerHaven Investment Management reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 15,865 Unum shares in Q3 2024, an estimated $811K.
  • SummerHaven Investment Management first reported a position in Unum in Q4 2020 and held it in 7 quarters.
  • SummerHaven Investment Management's Unum position peaked at $836K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.