CCM
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Cadence Capital Management’s Unum UNM Stock Holding History

Cadence Capital 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
2020
Q2 		– Sell
-21,581
Closed -$324K – 454
2020
Q1 		$324K Buy
21,581
+11,990
+125% +$288K 0.05% 357
2019
Q4 		$280K Buy
+9,591
New +$279K 0.03% 377
2018
Q4 		– Sell
-30,586
Closed -$1.2M – 618
2018
Q3 		$1.2M Buy
30,586
+10,889
+55% +$406K 0.06% 372
2018
Q2 		$729K Buy
19,697
+10,178
+107% +$425K 0.04% 444
2018
Q1 		$453K Buy
9,519
+205
+2% +$10.7K 0.03% 515
2017
Q4 		$511K Hold
9,314
– – 0.03% 493
2017
Q3 		$476K Buy
9,314
+1,272
+16% +$62K 0.03% 512
2017
Q2 		$375K Sell
8,042
-11
-0.1% -$506 0.03% 566
2017
Q1 		$378K Buy
8,053
+1,244
+18% +$58.3K 0.03% 566
2016
Q4 		$299K Buy
6,809
+580
+9% +$23.2K 0.02% 603
2016
Q3 		$220K Buy
+6,229
New +$211K 0.02% 596
2016
Q2 		– Sell
-37,430
Closed -$1.16M – 654
2016
Q1 		$1.16M Buy
+37,430
New +$1.1M 0.08% 265

Other funds holding UNM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cadence Capital Management's UNM Position: Q2 2020 in Review

Cadence Capital Management sold out of Unum (UNM) in Q2 2020, closing a stake of 21,581 shares — an estimated $324K sold.

Cadence Capital Management first reported a position in UNM in Q1 2016 and held it in 12 quarters. The position peaked at $1.2M in Q3 2018. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • Cadence Capital Management reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • Cadence Capital Management sold 21,581 Unum shares in Q2 2020, an estimated $324K.
  • Cadence Capital Management first reported a position in Unum in Q1 2016 and held it in 12 quarters.
  • Cadence Capital Management's Unum position peaked at $1.2M in Q3 2018.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Cadence Capital Management's 13F filing for Q2 2020, filed 3 Aug 2020.