CM
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Crestline Management’s Unum UNM Stock Holding History

Crestline 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
2022
Q2 		– Sell
-45,339
Closed -$1.43M – 296
2022
Q1 		$1.43M Buy
+45,339
New +$1.27M 0.17% 117
2018
Q3 		– Sell
-35,611
Closed -$1.32M – 234
2018
Q2 		$1.32M Buy
+35,611
New +$1.49M 0.14% 175
2018
Q1 		– Sell
-70,963
Closed -$3.9M – 250
2017
Q4 		$3.9M Buy
+70,963
New +$3.81M 0.4% 20

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestline Management's UNM Position: Q2 2022 in Review

Crestline Management sold out of Unum (UNM) in Q2 2022, closing a stake of 45,339 shares — an estimated $1.43M sold.

Crestline Management first reported a position in UNM in Q4 2017 and held it in 3 quarters. The position peaked at $3.9M in Q4 2017. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Crestline Management reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • Crestline Management sold 45,339 Unum shares in Q2 2022, an estimated $1.43M.
  • Crestline Management first reported a position in Unum in Q4 2017 and held it in 3 quarters.
  • Crestline Management's Unum position peaked at $3.9M in Q4 2017.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Crestline Management's 13F filing for Q2 2022, filed 12 Aug 2022.