MCM
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McKinley Capital Management’s Unum UNM Stock Holding History

McKinley 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
2018
Q2 		– Sell
-131
Closed -$6K – 345
2018
Q1 		$6K Sell
131
-159
-55% -$8.31K ﹤0.01% 325
2017
Q4 		$16K Buy
+290
New +$15.6K ﹤0.01% 329

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

McKinley Capital Management's UNM Position: Q2 2018 in Review

McKinley Capital Management sold out of Unum (UNM) in Q2 2018, closing a stake of 131 shares — an estimated $6K sold.

McKinley Capital Management first reported a position in UNM in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • McKinley Capital Management reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • McKinley Capital Management sold 131 Unum shares in Q2 2018, an estimated $6K.
  • McKinley Capital Management first reported a position in Unum in Q4 2017 and held it in 2 quarters.
  • McKinley Capital Management's Unum position peaked at $16K in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on McKinley Capital Management's 13F filing for Q2 2018, filed 13 Jul 2018.