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UNM icon

Clinton Group’s Unum UNM Stock Holding History

Clinton Group’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
2018
Q1 		– Sell
-105,493
Closed -$5.79M – 506
2017
Q4 		$5.79M Buy
+105,493
New +$5.66M 0.51% 57
2017
Q2 		– Sell
-6,024
Closed -$282K – 876
2017
Q1 		$282K Sell
6,024
-4,730
-44% -$222K 0.02% 782
2016
Q4 		$472K Buy
+10,754
New +$430K 0.03% 591
2016
Q3 		– Sell
-36,853
Closed -$1.17M – 1075
2016
Q2 		$1.17M Sell
36,853
-35,446
-49% -$1.2M 0.05% 424
2016
Q1 		$2.23M Buy
+72,299
New +$2.12M 0.13% 221
2015
Q4 		– Sell
-29,998
Closed -$962K – 876
2015
Q3 		$962K Buy
+29,998
New +$1.03M 0.09% 308
2015
Q2 		– Sell
-8,269
Closed -$279K – 712
2015
Q1 		$279K Buy
+8,269
New +$274K 0.07% 373
2014
Q4 		– Sell
-10,042
Closed -$345K – 572
2014
Q3 		$345K Buy
+10,042
New +$353K 0.14% 246

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Clinton Group's UNM Position: Q1 2018 in Review

Clinton Group sold out of Unum (UNM) in Q1 2018, closing a stake of 105,493 shares — an estimated $5.79M sold.

Clinton Group first reported a position in UNM in Q3 2014 and held it in 8 quarters. The position peaked at $5.79M in Q4 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Clinton Group reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Clinton Group sold 105,493 Unum shares in Q1 2018, an estimated $5.79M.
  • Clinton Group first reported a position in Unum in Q3 2014 and held it in 8 quarters.
  • Clinton Group's Unum position peaked at $5.79M in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Clinton Group's 13F filing for Q1 2018, filed 14 May 2018.