Lloyds Banking Group’s Unum UNM Stock Holding History

Lloyds Banking Group’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
2014 Q4	–	Sell	-6,394	Closed	-$219K	–	386
2014 Q3	$219K	Sell	6,394 -554	-8%	-$19.5K	0.06%	260
2014 Q2	$241K	Sell	6,948 -99,730	-93%	-$3.41M	0.06%	250
2014 Q1	$3.77M	Sell	106,678 -17,048	-14%	-$582K	0.03%	348
2013 Q4	$4.34M	Buy	123,726 +25,212	+26%	+$826K	0.04%	325
2013 Q3	$3M	Sell	98,514 -7,016	-7%	-$216K	0.03%	357
2013 Q2	$3.1M	Buy	+105,530	New	+$2.94M	0.03%	335

Other funds holding UNM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 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 $5.65B AUM 47.79% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Lloyds Banking Group's UNM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Unum (UNM) in Q4 2014, closing a stake of 6,394 shares — an estimated $219K sold.

Lloyds Banking Group first reported a position in UNM in Q2 2013 and held it in 6 quarters. The position peaked at $4.34M in Q4 2013. 415 funds tracked by Wall St. Rank hold UNM as of Q4 2014.

Lloyds Banking Group reported no remaining Unum position as of Q4 2014 after selling out during the quarter.
Lloyds Banking Group sold 6,394 Unum shares in Q4 2014, an estimated $219K.
Lloyds Banking Group first reported a position in Unum in Q2 2013 and held it in 6 quarters.
Lloyds Banking Group's Unum position peaked at $4.34M in Q4 2013.
415 funds tracked by Wall St. Rank held Unum as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.