Churchill Management’s Unum UNM Stock Holding History

Churchill 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
2021 Q3	–	Sell	-249,409	Closed	-$7.08M	–	156
2021 Q2	$7.08M	Sell	249,409 -546	-0.2%	-$16K	0.1%	110
2021 Q1	$6.96M	Sell	249,955 -17,485	-7%	-$454K	0.11%	107
2020 Q4	$6.13M	Buy	+267,440	New	+$5.53M	0.1%	111
2014 Q4	–	Sell	-216,053	Closed	-$7.43M	–	203
2014 Q3	$7.43M	Buy	+216,053	New	+$7.6M	0.31%	37

Other funds holding UNM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Churchill Management's UNM Position: Q3 2021 in Review

Churchill Management sold out of Unum (UNM) in Q3 2021, closing a stake of 249,409 shares — an estimated $7.08M sold.

Churchill Management first reported a position in UNM in Q3 2014 and held it in 4 quarters. The position peaked at $7.43M in Q3 2014. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

Churchill Management reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
Churchill Management sold 249,409 Unum shares in Q3 2021, an estimated $7.08M.
Churchill Management first reported a position in Unum in Q3 2014 and held it in 4 quarters.
Churchill Management's Unum position peaked at $7.43M in Q3 2014.
458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Churchill Management's 13F filing for Q3 2021, filed 13 Oct 2021.