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Miller Value Partners’s Unum UNM Stock Holding History

Miller Value 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
2022
Q2 		– Sell
-6,735
Closed -$212K – 131
2022
Q1 		$212K Sell
6,735
-54,390
-89% -$1.52M 0.01% 110
2021
Q4 		$1.5M Sell
61,125
-3,370
-5% -$86.3K 0.04% 80
2021
Q3 		$1.62M Buy
64,495
+7,245
+13% +$192K 0.04% 75
2021
Q2 		$1.63M Buy
57,250
+2,765
+5% +$81.3K 0.04% 78
2021
Q1 		$1.52M Buy
54,485
+43,435
+393% +$1.13M 0.04% 72
2020
Q4 		$253K Buy
+11,050
New +$228K 0.01% 84

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Miller Value Partners's UNM Position: Q2 2022 in Review

Miller Value Partners sold out of Unum (UNM) in Q2 2022, closing a stake of 6,735 shares — an estimated $212K sold.

Miller Value Partners first reported a position in UNM in Q4 2020 and held it in 6 quarters. The position peaked at $1.63M in Q2 2021. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Miller Value Partners reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • Miller Value Partners sold 6,735 Unum shares in Q2 2022, an estimated $212K.
  • Miller Value Partners first reported a position in Unum in Q4 2020 and held it in 6 quarters.
  • Miller Value Partners's Unum position peaked at $1.63M in Q2 2021.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Miller Value Partners's 13F filing for Q2 2022, filed 15 Aug 2022.