Ray Dalio Unum Group Transaction History

Bridgewater Associates, LP

$17.3 Billion
Q3 2024

A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in Unum Group stock. As of the latest transaction made, Bridgewater Associates, LP holds 226,149 shares of UNM stock, worth $16.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

226,149

Previous 171,269 32.04%

Holding current value

$16.4 Million

Previous $8.75 Million 53.57%

% of portfolio

0.08%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$49.81 - $59.44 $2.73 Million - $3.26 Million	54,880 Added 32.04%	226,149 $13.4 Million
Q2 2024 Aug 14, 2024	BUY	$48.48 - $54.28 $3.15 Million - $3.53 Million	65,068 Added 61.27%	171,269 $8.75 Million
Q1 2024 May 14, 2024	SELL	$45.18 - $53.7 $52,137 - $61,969	-1,154 Reduced 1.07%	106,201 $5.7 Million
Q4 2023 Feb 14, 2024	BUY	$42.08 - $51.67 $268,344 - $329,499	6,377 Added 6.32%	107,355 $4.85 Million
Q3 2023 Nov 13, 2023	BUY	$47.27 - $50.4 $1.33 Million - $1.42 Million	28,157 Added 38.67%	100,978 $4.97 Million
Q2 2023 Aug 11, 2023	BUY	$38.84 - $47.7 $4,660 - $5,724	120 Added 0.17%	72,821 $3.47 Million
Q1 2023 May 12, 2023	SELL	$36.64 - $45.57 $1.27 Million - $1.59 Million	-34,794 Reduced 32.37%	72,701 $2.88 Million
Q4 2022 Feb 13, 2023	BUY	$38.96 - $46.09 $1.01 Million - $1.19 Million	25,826 Added 31.62%	107,495 $4.41 Million
Q3 2022 Nov 10, 2022	SELL	$24.33 - $40.9 $109,120 - $183,436	-4,485 Reduced 5.21%	81,669 $3.17 Million
Q2 2022 Aug 11, 2022	BUY	$30.52 - $37.16 $1.5 Million - $1.83 Million	49,191 Added 133.08%	86,154 $2.93 Million
Q1 2022 May 13, 2022	BUY	$24.99 - $31.8 $470,386 - $598,571	18,823 Added 103.77%	36,963 $1.17 Million
Q4 2021 Feb 14, 2022	SELL	$22.38 - $28.63 $62,574 - $80,049	-2,796 Reduced 13.35%	18,140 $446,000
Q3 2021 Nov 12, 2021	BUY	$23.42 - $28.83 $16,347 - $20,123	698 Added 3.45%	20,936 $525,000
Q2 2021 Aug 13, 2021	BUY	$27.03 - $31.9 $547,033 - $645,592	20,238 New	20,238 $575,000
Q2 2020 Aug 12, 2020	SELL	$12.96 - $20.22 $143,830 - $224,401	-11,098 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$10.38 - $30.21 $115,197 - $335,270	11,098 New	11,098 $167,000
Q3 2019 Nov 13, 2019	SELL	$25.06 - $34.6 $439,051 - $606,192	-17,520 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$31.49 - $37.54 $551,704 - $657,700	17,520 New	17,520 $588,000
Q1 2019 May 14, 2019	SELL	$29.88 - $37.67 $1.65 Million - $2.08 Million	-55,152 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$27.24 - $40.23 $1.5 Million - $2.22 Million	55,152 New	55,152 $1.62 Million
Q3 2018 Nov 13, 2018	SELL	$35.01 - $40.51 $455,165 - $526,670	-13,001 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$36.64 - $48.92 $903,505 - $1.21 Million	-24,659 Reduced 65.48%	13,001 $0
Q1 2018 May 15, 2018	BUY	$46.98 - $58.59 $1.77 Million - $2.21 Million	37,660 New	37,660 $1.79 Million

Others Institutions Holding UNM

# of Institutions

676

Shares Held

128M

Call Options Held

817K

Put Options Held

809K

View Full List

About Unum Group

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $14.5B
Description
Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...

More about UNM

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