BP’s Unum UNM Stock Holding History

BP’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
2020 Q2	–	Sell	-22,000	Closed	-$330K	–	553
2020 Q1	$330K	Hold	22,000	–	–	0.01%	494
2019 Q4	$642K	Hold	22,000	–	–	0.02%	481
2019 Q3	$654K	Buy	22,000 +2,000	+10%	+$59.4K	0.02%	481
2019 Q2	$670K	Hold	20,000	–	–	0.02%	445
2019 Q1	$677K	Sell	20,000 -130,000	-87%	-$4.53M	0.03%	369
2018 Q4	$4.41M	Hold	150,000	–	–	0.18%	138
2018 Q3	$5.86M	Buy	+150,000	New	+$5.6M	0.18%	139
2018 Q1	–	Sell	-27,000	Closed	-$1.48M	–	467
2017 Q4	$1.48M	Hold	27,000	–	–	0.05%	361
2017 Q3	$1.38M	Buy	+27,000	New	+$1.32M	0.05%	359
2017 Q2	–	Sell	-30,000	Closed	-$1.41M	–	427
2017 Q1	$1.41M	Hold	30,000	–	–	0.05%	347
2016 Q4	$1.32M	Buy	+30,000	New	+$1.2M	0.05%	368
2013 Q4	–	Sell	-125,000	Closed	-$3.8M	–	197
2013 Q3	$3.8M	Hold	125,000	–	–	0.23%	123
2013 Q2	$3.67M	Buy	+125,000	New	+$3.48M	0.22%	126

Other funds holding UNM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BP's UNM Position: Q2 2020 in Review

BP sold out of Unum (UNM) in Q2 2020, closing a stake of 22,000 shares — an estimated $330K sold.

BP first reported a position in UNM in Q2 2013 and held it in 13 quarters. The position peaked at $5.86M in Q3 2018. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

BP reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
BP sold 22,000 Unum shares in Q2 2020, an estimated $330K.
BP first reported a position in Unum in Q2 2013 and held it in 13 quarters.
BP's Unum position peaked at $5.86M in Q3 2018.
411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on BP's 13F filing for Q2 2020, filed 5 Aug 2020.