First Manhattan’s Unum UNM Stock Holding History

First Manhattan’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
2020 Q4	–	Sell	-100	Closed	-$1K	–	1417
2020 Q3	$1K	Sell	100 -2,290	-96%	-$40.7K	﹤0.01%	1301
2020 Q2	$39K	Hold	2,390	–	–	﹤0.01%	921
2020 Q1	$35K	Buy	2,390 +328	+16%	+$7.89K	﹤0.01%	920
2019 Q4	$60K	Sell	2,062 -900	-30%	-$26.2K	﹤0.01%	885
2019 Q3	$88K	Buy	2,962 +1,962	+196%	+$58.3K	﹤0.01%	815
2019 Q2	$33K	Hold	1,000	–	–	﹤0.01%	998
2019 Q1	$33K	Hold	1,000	–	–	﹤0.01%	1025
2018 Q4	$29K	Hold	1,000	–	–	﹤0.01%	1015
2018 Q3	$39K	Hold	1,000	–	–	﹤0.01%	1024
2018 Q2	$36K	Hold	1,000	–	–	﹤0.01%	1008
2018 Q1	$47K	Hold	1,000	–	–	﹤0.01%	966
2017 Q4	$54K	Sell	1,000 -850	-46%	-$45.6K	﹤0.01%	989
2017 Q3	$94K	Hold	1,850	–	–	﹤0.01%	820
2017 Q2	$86K	Sell	1,850 -2,500	-57%	-$115K	﹤0.01%	834
2017 Q1	$203K	Hold	4,350	–	–	﹤0.01%	684
2016 Q4	$191K	Sell	4,350 -1,000	-19%	-$40K	﹤0.01%	674
2016 Q3	$188K	Buy	5,350 +4,250	+386%	+$144K	﹤0.01%	677
2016 Q2	$34K	Hold	1,100	–	–	﹤0.01%	1024
2016 Q1	$34K	Hold	1,100	–	–	﹤0.01%	984
2015 Q4	$36K	Hold	1,100	–	–	﹤0.01%	1007
2015 Q3	$35K	Hold	1,100	–	–	﹤0.01%	1013
2015 Q2	$39K	Hold	1,100	–	–	﹤0.01%	1014
2015 Q1	$37K	Hold	1,100	–	–	﹤0.01%	1034
2014 Q4	$38K	Sell	1,100 -1,000	-48%	-$33.8K	﹤0.01%	1031
2014 Q3	$72K	Hold	2,100	–	–	﹤0.01%	887
2014 Q2	$72K	Hold	2,100	–	–	﹤0.01%	878
2014 Q1	$74K	Hold	2,100	–	–	﹤0.01%	868
2013 Q4	$73K	Hold	2,100	–	–	﹤0.01%	859
2013 Q3	$63K	Hold	2,100	–	–	﹤0.01%	882
2013 Q2	$66K	Buy	+2,100	New	+$58.5K	﹤0.01%	873

Other funds holding UNM

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

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

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

DSC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan's UNM Position: Q4 2020 in Review

First Manhattan sold out of Unum (UNM) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

First Manhattan first reported a position in UNM in Q2 2013 and held it in 30 quarters. The position peaked at $203K in Q1 2017. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

First Manhattan reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
First Manhattan sold 100 Unum shares in Q4 2020, an estimated $1K.
First Manhattan first reported a position in Unum in Q2 2013 and held it in 30 quarters.
First Manhattan's Unum position peaked at $203K in Q1 2017.
444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on First Manhattan's 13F filing for Q4 2020, filed 16 Feb 2021.