Bain Capital Public Equity Management II’s Unum UNM Stock Holding History

Bain Capital Public Equity Management II’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	-939,996	Closed	-$36.5M	–	46
2022 Q3	$36.5M	Sell	939,996 -8,152	-0.9%	-$298K	1.94%	21
2022 Q2	$32.3M	Buy	+948,148	New	+$32.1M	1.59%	21

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bain Capital Public Equity Management II's UNM Position: Q4 2022 in Review

Bain Capital Public Equity Management II sold out of Unum (UNM) in Q4 2022, closing a stake of 939,996 shares — an estimated $36.5M sold.

Bain Capital Public Equity Management II first reported a position in UNM in Q2 2022 and held it in 2 quarters. The position peaked at $36.5M in Q3 2022. 527 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

Bain Capital Public Equity Management II reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
Bain Capital Public Equity Management II sold 939,996 Unum shares in Q4 2022, an estimated $36.5M.
Bain Capital Public Equity Management II first reported a position in Unum in Q2 2022 and held it in 2 quarters.
Bain Capital Public Equity Management II's Unum position peaked at $36.5M in Q3 2022.
527 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Bain Capital Public Equity Management II's 13F filing for Q4 2022, filed 14 Feb 2023.