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Kestrel Investment Management’s Unum UNM Stock Holding History

Kestrel 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
2013
Q3 		– Sell
-565,000
Closed -$16.6M – 54
2013
Q2 		$16.6M Buy
+565,000
New +$15.7M 1.84% 24

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kestrel Investment Management's UNM Position: Q3 2013 in Review

Kestrel Investment Management sold out of Unum (UNM) in Q3 2013, closing a stake of 565,000 shares — an estimated $16.6M sold.

Kestrel Investment Management first reported a position in UNM in Q2 2013 and held it in 1 quarter. The position peaked at $16.6M in Q2 2013. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2013.

  • Kestrel Investment Management reported no remaining Unum position as of Q3 2013 after selling out during the quarter.
  • Kestrel Investment Management sold 565,000 Unum shares in Q3 2013, an estimated $16.6M.
  • Kestrel Investment Management first reported a position in Unum in Q2 2013 and held it in 1 quarter.
  • Kestrel Investment Management's Unum position peaked at $16.6M in Q2 2013.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2013.

Based on Kestrel Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.