DCM
UNM icon

Dynamic Capital Management’s Unum UNM Stock Holding History

Dynamic Capital 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
2017
Q1 		– Sell
-76,777
Closed -$3.37M – 409
2016
Q4 		$3.37M Buy
+76,777
New +$3.07M 0.36% 83
2014
Q3 		– Sell
-14,000
Closed -$487K – 455
2014
Q2 		$487K Sell
14,000
-3,413
-20% -$117K 0.14% 252
2014
Q1 		$615K Sell
17,413
-6,649
-28% -$227K 0.2% 166
2013
Q4 		$844K Sell
24,062
-1,138
-5% -$37.3K 0.16% 220
2013
Q3 		$767K Buy
+25,200
New +$774K 0.17% 207

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dynamic Capital Management's UNM Position: Q1 2017 in Review

Dynamic Capital Management sold out of Unum (UNM) in Q1 2017, closing a stake of 76,777 shares — an estimated $3.37M sold.

Dynamic Capital Management first reported a position in UNM in Q3 2013 and held it in 5 quarters. The position peaked at $3.37M in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • Dynamic Capital Management reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 76,777 Unum shares in Q1 2017, an estimated $3.37M.
  • Dynamic Capital Management first reported a position in Unum in Q3 2013 and held it in 5 quarters.
  • Dynamic Capital Management's Unum position peaked at $3.37M in Q4 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Dynamic Capital Management's 13F filing for Q1 2017, filed 15 May 2017.