Weiss Asset Management’s Unum UNM Stock Holding History

Weiss 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
2024 Q4	–	Sell	-17,676	Closed	-$1.05M	–	879
2024 Q3	$1.05M	Buy	+17,676	New	+$960K	0.02%	420

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Weiss Asset Management's UNM Position: Q4 2024 in Review

Weiss Asset Management sold out of Unum (UNM) in Q4 2024, closing a stake of 17,676 shares — an estimated $1.05M sold.

Weiss Asset Management first reported a position in UNM in Q3 2024 and held it in 1 quarter. The position peaked at $1.05M in Q3 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Weiss Asset Management reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Weiss Asset Management sold 17,676 Unum shares in Q4 2024, an estimated $1.05M.
Weiss Asset Management first reported a position in Unum in Q3 2024 and held it in 1 quarter.
Weiss Asset Management's Unum position peaked at $1.05M in Q3 2024.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Weiss Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.