CRM
UNM icon

Cramer Rosenthal McGlynn’s Unum UNM Stock Holding History

Cramer Rosenthal McGlynn’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
2016
Q1 		– Sell
-760,639
Closed -$25.3M – 234
2015
Q4 		$25.3M Sell
760,639
-349,739
-31% -$12.1M 0.38% 99
2015
Q3 		$35.6M Sell
1,110,378
-186,501
-14% -$6.43M 0.48% 84
2015
Q2 		$46.4M Sell
1,296,879
-264,702
-17% -$9.26M 0.57% 79
2015
Q1 		$52.7M Buy
1,561,581
+282,410
+22% +$9.37M 0.59% 70
2014
Q4 		$44.6M Sell
1,279,171
-1,704,948
-57% -$57.6M 0.46% 86
2014
Q3 		$103M Buy
2,984,119
+874,799
+41% +$30.8M 1.02% 32
2014
Q2 		$73.3M Buy
2,109,320
+306,240
+17% +$10.5M 0.59% 63
2014
Q1 		$63.7M Buy
+1,803,080
New +$61.5M 0.49% 78

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Cramer Rosenthal McGlynn's UNM Position: Q1 2016 in Review

Cramer Rosenthal McGlynn sold out of Unum (UNM) in Q1 2016, closing a stake of 760,639 shares — an estimated $25.3M sold.

Cramer Rosenthal McGlynn first reported a position in UNM in Q1 2014 and held it in 8 quarters. The position peaked at $103M in Q3 2014. 427 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

  • Cramer Rosenthal McGlynn reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 760,639 Unum shares in Q1 2016, an estimated $25.3M.
  • Cramer Rosenthal McGlynn first reported a position in Unum in Q1 2014 and held it in 8 quarters.
  • Cramer Rosenthal McGlynn's Unum position peaked at $103M in Q3 2014.
  • 427 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2016, filed 16 May 2016.