Capitolis Advisors’s Unum UNM Stock Holding History

Capitolis Advisors’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 Q1	–	Sell	-91,511	Closed	-$2.25M	–	482
2021 Q4	$2.25M	Hold	91,511	–	–	0.01%	396
2021 Q3	$2.52M	Buy	+91,511	New	+$2.42M	0.02%	277

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capitolis Advisors's UNM Position: Q1 2022 in Review

Capitolis Advisors sold out of Unum (UNM) in Q1 2022, closing a stake of 91,511 shares — an estimated $2.25M sold.

Capitolis Advisors first reported a position in UNM in Q3 2021 and held it in 2 quarters. The position peaked at $2.52M in Q3 2021. 466 funds tracked by Wall St. Rank hold UNM as of Q1 2022.

Capitolis Advisors reported no remaining Unum position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 91,511 Unum shares in Q1 2022, an estimated $2.25M.
Capitolis Advisors first reported a position in Unum in Q3 2021 and held it in 2 quarters.
Capitolis Advisors's Unum position peaked at $2.52M in Q3 2021.
466 funds tracked by Wall St. Rank held Unum as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.