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Nuance Investments’s Unum UNM Stock Holding History

Nuance 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
2020
Q1 		– Sell
-1,860,075
Closed -$54.3M – 70
2019
Q4 		$54.3M Sell
1,860,075
-2,493,396
-57% -$72.5M 1.77% 23
2019
Q3 		$129M Buy
4,353,471
+1,869,934
+75% +$55.5M 4.87% 5
2019
Q2 		$83.3M Buy
2,483,537
+232,087
+10% +$8.04M 3.53% 9
2019
Q1 		$76.2M Buy
2,251,450
+191,967
+9% +$6.68M 3.95% 8
2018
Q4 		$60.5M Sell
2,059,483
-30,716
-1% -$1.08M 4.07% 9
2018
Q3 		$81.7M Buy
2,090,199
+287,887
+16% +$10.7M 4.88% 5
2018
Q2 		$66.7M Buy
1,802,312
+1,247,604
+225% +$52M 4.34% 7
2018
Q1 		$26.4M Buy
554,708
+207,799
+60% +$10.9M 1.78% 23
2017
Q4 		$19M Buy
346,909
+204,814
+144% +$11M 1.27% 26
2017
Q3 		$7.26M Buy
+142,095
New +$6.93M 0.5% 34

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nuance Investments's UNM Position: Q1 2020 in Review

Nuance Investments sold out of Unum (UNM) in Q1 2020, closing a stake of 1,860,075 shares — an estimated $54.3M sold.

Nuance Investments first reported a position in UNM in Q3 2017 and held it in 10 quarters. The position peaked at $129M in Q3 2019. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Nuance Investments reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Nuance Investments sold 1,860,075 Unum shares in Q1 2020, an estimated $54.3M.
  • Nuance Investments first reported a position in Unum in Q3 2017 and held it in 10 quarters.
  • Nuance Investments's Unum position peaked at $129M in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Nuance Investments's 13F filing for Q1 2020, filed 12 May 2020.