CIP
UNM icon

Cornerstone Investment Partners’s Unum UNM Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-7,253
Closed -$283K – 94
2018
Q3 		$283K Sell
7,253
-3,014
-29% -$112K 0.01% 82
2018
Q2 		$380K Sell
10,267
-2,634
-20% -$110K 0.02% 77
2018
Q1 		$614K Sell
12,901
-4,910
-28% -$257K 0.03% 68
2017
Q4 		$978K Hold
17,811
– – 0.04% 55
2017
Q3 		$911K Sell
17,811
-17,210
-49% -$839K 0.04% 57
2017
Q2 		$1.63M Sell
35,021
-570
-2% -$26.2K 0.08% 39
2017
Q1 		$1.67M Sell
35,591
-297
-0.8% -$13.9K 0.07% 39
2016
Q4 		$1.58M Sell
35,888
-56
-0.2% -$2.24K 0.06% 38
2016
Q3 		$1.27M Sell
35,944
-11,143
-24% -$377K 0.06% 44
2016
Q2 		$1.5M Sell
47,087
-5,188
-10% -$175K 0.05% 40
2016
Q1 		$1.62M Sell
52,275
-14,030
-21% -$412K 0.05% 46
2015
Q4 		$2.21M Sell
66,305
-127,622
-66% -$4.4M 0.07% 45
2015
Q3 		$6.22M Sell
193,927
-3,195,207
-94% -$110M 0.18% 37
2015
Q2 		$121M Sell
3,389,134
-820,877
-19% -$28.7M 2.86% 18
2015
Q1 		$142M Sell
4,210,011
-4,530,821
-52% -$150M 2.62% 21
2014
Q4 		$305M Buy
8,740,832
+394,426
+5% +$13.3M 3.46% 17
2014
Q3 		$287M Buy
8,346,406
+748,640
+10% +$26.3M 3.19% 21
2014
Q2 		$264M Sell
7,597,766
-6,414
-0.1% -$219K 3.18% 19
2014
Q1 		$269M Buy
7,604,180
+867,771
+13% +$29.6M 3.25% 18
2013
Q4 		$236M Buy
6,736,409
+798,632
+13% +$26.2M 3.02% 25
2013
Q3 		$181M Buy
5,937,777
+1,045,692
+21% +$32.1M 2.59% 26
2013
Q2 		$144M Buy
+4,892,085
New +$136M 2.23% 28

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Investment Partners's UNM Position: Q4 2018 in Review

Cornerstone Investment Partners sold out of Unum (UNM) in Q4 2018, closing a stake of 7,253 shares — an estimated $283K sold.

Cornerstone Investment Partners first reported a position in UNM in Q2 2013 and held it in 22 quarters. The position peaked at $305M in Q4 2014. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Cornerstone Investment Partners reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Investment Partners sold 7,253 Unum shares in Q4 2018, an estimated $283K.
  • Cornerstone Investment Partners first reported a position in Unum in Q2 2013 and held it in 22 quarters.
  • Cornerstone Investment Partners's Unum position peaked at $305M in Q4 2014.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Cornerstone Investment Partners's 13F filing for Q4 2018, filed 11 Jan 2019.