EVM
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Eaton Vance Management’s Unum UNM Stock Holding History

Eaton Vance 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
Q3 		$3.84M Buy
99,052
+178
+0.2% +$6.51K 0.01% 852
2022
Q2 		$3.36M Sell
98,874
-3,785
-4% -$128K ﹤0.01% 919
2022
Q1 		$3.23M Buy
102,659
+90,626
+753% +$2.53M ﹤0.01% 1023
2021
Q4 		$296K Sell
12,033
-290
-2% -$7.42K ﹤0.01% 1442
2021
Q3 		$0 Sell
12,323
-453
-4% -$12K ﹤0.01% 2683
2021
Q2 		$363K Buy
12,776
+10,170
+390% +$299K ﹤0.01% 1420
2021
Q1 		$73K Buy
+2,606
New +$67.6K ﹤0.01% 1691
2020
Q2 		– Sell
-71,483
Closed -$1.07M – 1342
2020
Q1 		$1.07M Buy
71,483
+115
+0.2% +$2.77K ﹤0.01% 888
2019
Q4 		$2.08M Hold
71,368
– – ﹤0.01% 823
2019
Q3 		$2.12M Buy
71,368
+2
+0% +$59 ﹤0.01% 794
2019
Q2 		$2.39M Buy
71,366
+210
+0.3% +$7.27K 0.01% 766
2019
Q1 		$2.41M Buy
71,156
+214
+0.3% +$7.45K 0.01% 726
2018
Q4 		$2.08M Buy
70,942
+112
+0.2% +$3.92K 0.01% 714
2018
Q3 		$2.77M Buy
70,830
+103
+0.1% +$3.84K 0.01% 676
2018
Q2 		$2.62M Sell
70,727
-70,727
-50% -$2.95M 0.01% 672
2018
Q1 		$6.73M Buy
141,454
+70,727
+100% +$3.7M 0.01% 600
2017
Q4 		$3.88M Hold
70,727
– – 0.01% 562
2017
Q3 		$3.62M Hold
70,727
– – 0.01% 564
2017
Q2 		$3.3M Hold
70,727
– – 0.01% 562
2017
Q1 		$3.32M Hold
70,727
– – 0.01% 542
2016
Q4 		$3.11M Hold
70,727
– – 0.01% 528
2016
Q3 		$2.5M Hold
70,727
– – 0.01% 543
2016
Q2 		$2.25M Buy
70,727
+29
+0% +$981 0.01% 544
2016
Q1 		$2.19M Sell
70,698
-1,112,948
-94% -$32.7M 0.01% 536
2015
Q4 		$39.4M Buy
1,183,646
+1,112,948
+1,574% +$38.4M 0.12% 158
2015
Q3 		$2.27M Buy
+70,698
New +$2.44M 0.01% 531

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eaton Vance Management's UNM Position: Q3 2022 in Review

Eaton Vance Management increased its Unum (UNM) stake by 0.18% in Q3 2022, buying an estimated $6.51K and bringing the position to 99,052 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #852.

Eaton Vance Management first reported a position in UNM in Q3 2015 and has held it in 26 quarters since. The position peaked at $39.4M in Q4 2015. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Eaton Vance Management held 99,052 shares of Unum worth $3.84M as of Q3 2022.
  • Eaton Vance Management bought 178 Unum shares in Q3 2022, an estimated $6.51K.
  • Unum made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #852 holding.
  • Eaton Vance Management first reported a position in Unum in Q3 2015 and has held it in 26 quarters since.
  • Eaton Vance Management's Unum position peaked at $39.4M in Q4 2015.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.