GIM
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Gyrus Investment Management’s Unum UNM Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-103,133
Closed -$3.48M – 75
2015
Q1 		$3.48M Buy
103,133
+8,050
+8% +$267K 0.58% 73
2014
Q4 		$3.32M Buy
95,083
+15,175
+19% +$512K 0.55% 74
2014
Q3 		$2.75M Buy
79,908
+250
+0.3% +$8.79K 0.48% 81
2014
Q2 		$2.77M Sell
79,658
-325
-0.4% -$11.1K 0.5% 80
2014
Q1 		$3.12M Sell
79,983
-2,375
-3% -$81.1K 0.54% 82
2013
Q4 		$3.07M Buy
82,358
+20,625
+33% +$675K 0.64% 69
2013
Q3 		$1.93M Sell
61,733
-16
-0% -$491 0.42% 81
2013
Q2 		$1.91M Buy
+61,749
New +$1.72M 0.43% 77

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gyrus Investment Management's UNM Position: Q2 2015 in Review

Gyrus Investment Management sold out of Unum (UNM) in Q2 2015, closing a stake of 103,133 shares — an estimated $3.48M sold.

Gyrus Investment Management first reported a position in UNM in Q2 2013 and held it in 8 quarters. The position peaked at $3.48M in Q1 2015. 422 funds tracked by Wall St. Rank hold UNM as of Q2 2015.

  • Gyrus Investment Management reported no remaining Unum position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 103,133 Unum shares in Q2 2015, an estimated $3.48M.
  • Gyrus Investment Management first reported a position in Unum in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Unum position peaked at $3.48M in Q1 2015.
  • 422 funds tracked by Wall St. Rank held Unum as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.