Miller Howard Investments’s Unum UNM Stock Holding History

Miller Howard Investments’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
2024 Q1	–	Sell	-40,000	Closed	-$1.81M	–	203
2023 Q4	$1.81M	Buy	+40,000	New	+$1.82M	0.06%	121
2023 Q1	–	Sell	-110,000	Closed	-$4.51M	–	207
2022 Q4	$4.51M	Hold	110,000	–	–	0.16%	90
2022 Q3	$4.27M	Hold	110,000	–	–	0.18%	89
2022 Q2	$3.74M	Sell	110,000 -40,000	-27%	-$1.35M	0.14%	91
2022 Q1	$4.73M	Sell	150,000 -150,000	-50%	-$4.19M	0.17%	95
2021 Q4	$7.37M	Hold	300,000	–	–	0.27%	65
2021 Q3	$7.52M	Buy	+300,000	New	+$7.94M	0.31%	60

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Miller Howard Investments's UNM Position: Q1 2024 in Review

Miller Howard Investments sold out of Unum (UNM) in Q1 2024, closing a stake of 40,000 shares — an estimated $1.81M sold.

Miller Howard Investments first reported a position in UNM in Q3 2021 and held it in 7 quarters. The position peaked at $7.52M in Q3 2021. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Miller Howard Investments reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Miller Howard Investments sold 40,000 Unum shares in Q1 2024, an estimated $1.81M.
Miller Howard Investments first reported a position in Unum in Q3 2021 and held it in 7 quarters.
Miller Howard Investments's Unum position peaked at $7.52M in Q3 2021.
580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Miller Howard Investments's 13F filing for Q1 2024, filed 12 Apr 2024.