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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Unum UNM Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
Q1 		– Sell
-89,469
Closed -$4.05M – 204
2023
Q4 		$4.05M Buy
+89,469
New +$4.07M 1.11% 14

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s UNM Position: Q1 2024 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Unum (UNM) in Q1 2024, closing a stake of 89,469 shares — an estimated $4.05M sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in UNM in Q4 2023 and held it in 1 quarter. The position peaked at $4.05M in Q4 2023. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 89,469 Unum shares in Q1 2024, an estimated $4.05M.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Unum in Q4 2023 and held it in 1 quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Unum position peaked at $4.05M in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2024, filed 30 Apr 2024.