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UNM icon

Baird’s Unum UNM Stock Holding History

Baird’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
2015
Q1 		$204K Hold
6,061
– – ﹤0.01% 1224
2014
Q4 		$211K Sell
6,061
-4,192
-41% -$142K ﹤0.01% 1189
2014
Q3 		$352K Buy
10,253
+4,384
+75% +$154K ﹤0.01% 945
2014
Q2 		$204K Buy
+5,869
New +$200K ﹤0.01% 1098

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird's UNM Position: Q1 2015 in Review

Baird held its Unum (UNM) position steady in Q1 2015 at 6,061 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Baird first reported a position in UNM in Q2 2014 and has held it in 4 quarters since. The position peaked at $352K in Q3 2014. 411 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • Baird held 6,061 shares of Unum worth $204K as of Q1 2015.
  • Baird left its Unum share count unchanged in Q1 2015.
  • Unum made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1224 holding.
  • Baird first reported a position in Unum in Q2 2014 and has held it in 4 quarters since.
  • Baird's Unum position peaked at $352K in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.