Chicago Equity Partners’s Unum UNM Stock Holding History

Chicago Equity 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	$2.86M	Buy	190,623 +15,695	+9%	+$378K	0.29%	80
2019 Q4	$5.1M	Buy	+174,928	New	+$5.09M	0.29%	79
2017 Q2	–	Sell	-124,175	Closed	-$5.82M	–	859
2017 Q1	$5.82M	Sell	124,175 -139,385	-53%	-$6.53M	0.17%	155
2016 Q4	$11.6M	Sell	263,560 -137,200	-34%	-$5.49M	0.31%	85
2016 Q3	$14.2M	Buy	400,760 +158,750	+66%	+$5.37M	0.39%	73
2016 Q2	$7.69M	Buy	+242,010	New	+$8.18M	0.22%	125

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Chicago Equity Partners's UNM Position: Q1 2020 in Review

Chicago Equity Partners increased its Unum (UNM) stake by 9% in Q1 2020, buying an estimated $378K and bringing the position to 190,623 shares worth $2.86M. The position accounts for 0.29% of the portfolio, ranked #80.

Chicago Equity Partners first reported a position in UNM in Q2 2016 and has held it in 6 quarters since. The position peaked at $14.2M in Q3 2016. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Chicago Equity Partners held 190,623 shares of Unum worth $2.86M as of Q1 2020.
Chicago Equity Partners bought 15,695 Unum shares in Q1 2020, an estimated $378K.
Unum made up 0.29% of Chicago Equity Partners's portfolio in Q1 2020, its #80 holding.
Chicago Equity Partners first reported a position in Unum in Q2 2016 and has held it in 6 quarters since.
Chicago Equity Partners's Unum position peaked at $14.2M in Q3 2016.
422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.