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Bowling Portfolio Management’s Unum UNM Stock Holding History

Bowling Portfolio 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
2022
Q3 		$1.54M Buy
39,613
+18,250
+85% +$667K 0.42% 75
2022
Q2 		$727K Buy
+21,363
New +$723K 0.18% 145
2018
Q2 		– Sell
-69,673
Closed -$3.32M – 407
2018
Q1 		$3.32M Buy
69,673
+4,320
+7% +$226K 0.45% 65
2017
Q4 		$3.59M Buy
+65,353
New +$3.51M 0.48% 65

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's UNM Position: Q3 2022 in Review

Bowling Portfolio Management increased its Unum (UNM) stake by 85% in Q3 2022, buying an estimated $667K and bringing the position to 39,613 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #75.

Bowling Portfolio Management first reported a position in UNM in Q4 2017 and has held it in 4 quarters since. The position peaked at $3.59M in Q4 2017. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Bowling Portfolio Management held 39,613 shares of Unum worth $1.54M as of Q3 2022.
  • Bowling Portfolio Management bought 18,250 Unum shares in Q3 2022, an estimated $667K.
  • Unum made up 0.42% of Bowling Portfolio Management's portfolio in Q3 2022, its #75 holding.
  • Bowling Portfolio Management first reported a position in Unum in Q4 2017 and has held it in 4 quarters since.
  • Bowling Portfolio Management's Unum position peaked at $3.59M in Q4 2017.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.