Martin Capital Partners’s Unum UNM Stock Holding History

Martin Capital Partners’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
2020 Q1	–	Sell	-7,521	Closed	-$219K	–	66
2019 Q4	$219K	Buy	+7,521	New	+$219K	0.13%	58
2019 Q3	–	Sell	-53,414	Closed	-$1.79M	–	56
2019 Q2	$1.79M	Buy	53,414 +1,423	+3%	+$49.3K	1.27%	38
2019 Q1	$1.76M	Buy	51,991 +7,061	+16%	+$246K	1.36%	36
2018 Q4	$1.32M	Buy	44,930 +39,418	+715%	+$1.38M	1.22%	38
2018 Q3	$215K	Buy	+5,512	New	+$206K	0.19%	53

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Martin Capital Partners's UNM Position: Q1 2020 in Review

Martin Capital Partners sold out of Unum (UNM) in Q1 2020, closing a stake of 7,521 shares — an estimated $219K sold.

Martin Capital Partners first reported a position in UNM in Q3 2018 and held it in 5 quarters. The position peaked at $1.79M in Q2 2019. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Martin Capital Partners reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
Martin Capital Partners sold 7,521 Unum shares in Q1 2020, an estimated $219K.
Martin Capital Partners first reported a position in Unum in Q3 2018 and held it in 5 quarters.
Martin Capital Partners's Unum position peaked at $1.79M in Q2 2019.
422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Martin Capital Partners's 13F filing for Q1 2020, filed 21 Apr 2020.