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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

DSC

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Chartwell Investment Partners's UNM Position: Q1 2020 in Review

Chartwell Investment Partners sold out of Unum (UNM) in Q1 2020, closing a stake of 47,425 shares — an estimated $1.38M sold.

Chartwell Investment Partners first reported a position in UNM in Q2 2016 and held it in 14 quarters. The position peaked at $2.38M in Q4 2017. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Chartwell Investment Partners reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
Chartwell Investment Partners sold 47,425 Unum shares in Q1 2020, an estimated $1.38M.
Chartwell Investment Partners first reported a position in Unum in Q2 2016 and held it in 14 quarters.
Chartwell Investment Partners's Unum position peaked at $2.38M in Q4 2017.
421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Chartwell Investment Partners's 13F filing for Q1 2020, filed 30 Apr 2020.