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Calvert Investment Management’s Unum UNM Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-169,064
Closed -$7.43M – 585
2016
Q4 		$7.43M Sell
169,064
-13,087
-7% -$524K 0.28% 102
2016
Q3 		$6.43M Sell
182,151
-89,900
-33% -$3.04M 0.24% 126
2016
Q2 		$8.65M Buy
272,051
+253,015
+1,329% +$8.56M 0.35% 88
2016
Q1 		$589K Buy
19,036
+4,011
+27% +$118K 0.03% 442
2015
Q4 		$500K Buy
15,025
+5,323
+55% +$184K 0.02% 457
2015
Q3 		$311K Buy
9,702
+404
+4% +$13.9K 0.02% 460
2015
Q2 		$332K Sell
9,298
-1,630
-15% -$57K 0.01% 473
2015
Q1 		$369K Buy
10,928
+1,468
+16% +$48.7K 0.02% 440
2014
Q4 		$330K Buy
9,460
+108
+1% +$3.65K 0.02% 435
2014
Q3 		$322K Buy
+9,352
New +$329K 0.02% 426

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calvert Investment Management's UNM Position: Q1 2017 in Review

Calvert Investment Management sold out of Unum (UNM) in Q1 2017, closing a stake of 169,064 shares — an estimated $7.43M sold.

Calvert Investment Management first reported a position in UNM in Q3 2014 and held it in 10 quarters. The position peaked at $8.65M in Q2 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • Calvert Investment Management reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 169,064 Unum shares in Q1 2017, an estimated $7.43M.
  • Calvert Investment Management first reported a position in Unum in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Unum position peaked at $8.65M in Q2 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.