EARNEST Partners’s Unum UNM Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-81	Closed	-$3.98K	–	1044
2023 Q3	$3.98K	Hold	81	–	–	﹤0.01%	862
2023 Q2	$3.86K	Hold	81	–	–	﹤0.01%	870
2023 Q1	$3.2K	Hold	81	–	–	﹤0.01%	900
2022 Q4	$3.32K	Hold	81	–	–	﹤0.01%	899
2022 Q3	$3K	Hold	81	–	–	﹤0.01%	928
2022 Q2	$3K	Hold	81	–	–	﹤0.01%	946
2022 Q1	$3K	Hold	81	–	–	﹤0.01%	973
2021 Q4	$2K	Hold	81	–	–	﹤0.01%	1057
2021 Q3	$2K	Hold	81	–	–	﹤0.01%	1058
2021 Q2	$2K	Hold	81	–	–	﹤0.01%	1063
2021 Q1	$2K	Hold	81	–	–	﹤0.01%	1070
2020 Q4	$2K	Hold	81	–	–	﹤0.01%	1046
2020 Q3	$1K	Hold	81	–	–	﹤0.01%	1117
2020 Q2	$1K	Hold	81	–	–	﹤0.01%	1100
2020 Q1	$1K	Hold	81	–	–	﹤0.01%	1059
2019 Q4	$2K	Hold	81	–	–	﹤0.01%	1035
2019 Q3	$2K	Hold	81	–	–	﹤0.01%	1022
2019 Q2	$3K	Hold	81	–	–	﹤0.01%	948
2019 Q1	$3K	Hold	81	–	–	﹤0.01%	946
2018 Q4	$2K	Hold	81	–	–	﹤0.01%	1012
2018 Q3	$3K	Hold	81	–	–	﹤0.01%	970
2018 Q2	$3K	Hold	81	–	–	﹤0.01%	970
2018 Q1	$4K	Hold	81	–	–	﹤0.01%	849
2017 Q4	$4K	Buy	+81	New	+$4.35K	﹤0.01%	845
2017 Q1	–	Sell	-81	Closed	-$4K	–	866
2016 Q4	$4K	Buy	+81	New	+$3.24K	﹤0.01%	766

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners's UNM Position: Q4 2023 in Review

EARNEST Partners sold out of Unum (UNM) in Q4 2023, closing a stake of 81 shares — an estimated $3.98K sold.

EARNEST Partners first reported a position in UNM in Q4 2016 and held it in 25 quarters. The position peaked at $4K in Q1 2018. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

EARNEST Partners reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 81 Unum shares in Q4 2023, an estimated $3.98K.
EARNEST Partners first reported a position in Unum in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Unum position peaked at $4K in Q1 2018.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.