HCM
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Herndon Capital Management’s Unum UNM Stock Holding History

Herndon 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
2016
Q4 		– Sell
-22
Closed -$1K – 531
2016
Q3 		$1K Hold
22
– – ﹤0.01% 547
2016
Q2 		$1K Buy
+22
New +$744 ﹤0.01% 560

Other funds holding UNM

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Herndon Capital Management's UNM Position: Q4 2016 in Review

Herndon Capital Management sold out of Unum (UNM) in Q4 2016, closing a stake of 22 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in UNM in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

  • Herndon Capital Management reported no remaining Unum position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 22 Unum shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in Unum in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Unum position peaked at $1K in Q3 2016.
  • 511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.