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Watershed Asset Management’s Unum UNM Stock Holding History

Watershed Asset 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 		$302K Buy
6,672
+1,639
+33% +$74.6K 0.35% 44
2023
Q3 		$248K Hold
5,033
– – 0.29% 103
2023
Q2 		$240K Sell
5,033
-1,431
-22% -$62.4K 0.3% 96
2023
Q1 		$256K Buy
6,464
+445
+7% +$18.4K 0.31% 86
2022
Q4 		$247K Buy
6,019
+309
+5% +$12.9K 0.31% 84
2022
Q3 		$222K Buy
+5,710
New +$209K 0.29% 90

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

Watershed Asset Management's UNM Position: Q4 2023 in Review

Watershed Asset Management increased its Unum (UNM) stake by 33% in Q4 2023, buying an estimated $74.6K and bringing the position to 6,672 shares worth $302K. The position accounts for 0.35% of the portfolio, ranked #44.

Watershed Asset Management first reported a position in UNM in Q3 2022 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Watershed Asset Management held 6,672 shares of Unum worth $302K as of Q4 2023.
  • Watershed Asset Management bought 1,639 Unum shares in Q4 2023, an estimated $74.6K.
  • Unum made up 0.35% of Watershed Asset Management's portfolio in Q4 2023, its #44 holding.
  • Watershed Asset Management first reported a position in Unum in Q3 2022 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.