Azora Capital LP’s Unum UNM Stock Holding History

Azora Capital LP’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
2022 Q4	–	Sell	-282,058	Closed	-$10.9M	–	45
2022 Q3	$10.9M	Buy	282,058 +102,628	+57%	+$3.75M	1.62%	21
2022 Q2	$6.1M	Buy	+179,430	New	+$6.07M	1.5%	22

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Azora Capital LP's UNM Position: Q4 2022 in Review

Azora Capital LP sold out of Unum (UNM) in Q4 2022, closing a stake of 282,058 shares — an estimated $10.9M sold.

Azora Capital LP first reported a position in UNM in Q2 2022 and held it in 2 quarters. The position peaked at $10.9M in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

Azora Capital LP reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
Azora Capital LP sold 282,058 Unum shares in Q4 2022, an estimated $10.9M.
Azora Capital LP first reported a position in Unum in Q2 2022 and held it in 2 quarters.
Azora Capital LP's Unum position peaked at $10.9M in Q3 2022.
525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Azora Capital LP's 13F filing for Q4 2022, filed 14 Feb 2023.