LMF
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LMR Master Fund’s Unum UNM Stock Holding History

LMR Master Fund’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
Q4 		$346K Sell
9,878
-13,889
-58% -$455K 0.04% 293
2013
Q3 		$723K Sell
23,767
-14,283
-38% -$439K 0.14% 172
2013
Q2 		$1.12M Buy
+38,050
New +$1.06M 0.1% 229

Other funds holding UNM

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LMR Master Fund's UNM Position: Q4 2013 in Review

LMR Master Fund reduced its Unum (UNM) stake by 58% in Q4 2013, selling an estimated $455K and leaving 9,878 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #293.

LMR Master Fund first reported a position in UNM in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.12M in Q2 2013. 390 funds tracked by Wall St. Rank hold UNM as of Q4 2013.

  • LMR Master Fund held 9,878 shares of Unum worth $346K as of Q4 2013.
  • LMR Master Fund sold 13,889 Unum shares in Q4 2013, an estimated $455K.
  • Unum made up 0.04% of LMR Master Fund's portfolio in Q4 2013, its #293 holding.
  • LMR Master Fund first reported a position in Unum in Q2 2013 and has held it in 3 quarters since.
  • LMR Master Fund's Unum position peaked at $1.12M in Q2 2013.
  • 390 funds tracked by Wall St. Rank held Unum as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.