Chartwell Investment Partners’s Unum UNM Stock Holding History

Chartwell Investment Partners’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 Q1	–	Sell	-47,425	Closed	-$1.38M	–	429
2019 Q4	$1.38M	Sell	47,425 -1,260	-3%	-$36.6K	0.05%	330
2019 Q3	$1.45M	Sell	48,685 -1,105	-2%	-$32.8K	0.05%	348
2019 Q2	$1.67M	Sell	49,790 -4,065	-8%	-$141K	0.05%	339
2019 Q1	$1.82M	Buy	53,855 +1,990	+4%	+$69.3K	0.06%	337
2018 Q4	$1.52M	Buy	51,865 +1,495	+3%	+$52.3K	0.05%	363
2018 Q3	$1.97M	Buy	50,370 +2,330	+5%	+$86.9K	0.06%	389
2018 Q2	$1.78M	Buy	48,040 +4,965	+12%	+$207K	0.05%	390
2018 Q1	$2.05M	Sell	43,075 -185	-0.4%	-$9.67K	0.07%	289
2017 Q4	$2.38M	Buy	+43,260	New	+$2.32M	0.08%	301
2017 Q3	–	Sell	-15,500	Closed	-$723K	–	439
2017 Q2	$723K	Buy	15,500 +1,500	+11%	+$69K	0.03%	381
2017 Q1	$656K	Sell	14,000 -2,000	-13%	-$93.7K	0.02%	382
2016 Q4	$703K	Sell	16,000 -1,600	-9%	-$64K	0.02%	385
2016 Q3	$621K	Hold	17,600	–	–	0.01%	391
2016 Q2	$560K	Buy	+17,600	New	+$595K	0.01%	376

Other funds holding UNM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

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

Donald Smith & Co New York $5.56B AUM 47.13% 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

Norges Bank Oslo, Norway $935B AUM