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NWQ Investment Management Company’s Unum UNM Stock Holding History

NWQ Investment Management Company’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
-980,279
Closed -$28.6M – 173
2019
Q4 		$28.6M Sell
980,279
-144,991
-13% -$4.22M 0.71% 54
2019
Q3 		$33.4M Sell
1,125,270
-44,035
-4% -$1.31M 0.81% 47
2019
Q2 		$39.2M Sell
1,169,305
-37,968
-3% -$1.32M 0.88% 46
2019
Q1 		$40.5M Buy
1,207,273
+72,493
+6% +$2.52M 0.88% 46
2018
Q4 		$33.3M Sell
1,134,780
-158,156
-12% -$5.54M 0.79% 54
2018
Q3 		$47.8M Sell
1,292,936
-17,427
-1% -$650K 0.95% 36
2018
Q2 		$48.5M Sell
1,310,363
-115,301
-8% -$4.81M 0.87% 47
2018
Q1 		$67.9M Buy
1,425,664
+199,131
+16% +$10.4M 1.1% 27
2017
Q4 		$67.3M Sell
1,226,533
-561,234
-31% -$30.1M 0.87% 32
2017
Q3 		$91.4M Sell
1,787,767
-901,945
-34% -$44M 1.12% 16
2017
Q2 		$125M Sell
2,689,712
-472,480
-15% -$21.7M 1.73% 6
2017
Q1 		$152M Sell
3,162,192
-487,925
-13% -$22.9M 2% 5
2016
Q4 		$160M Sell
3,650,117
-1,351,695
-27% -$54.1M 2.18% 4
2016
Q3 		$177M Buy
5,001,812
+85,992
+2% +$2.91M 2.57% 1
2016
Q2 		$156M Sell
4,915,820
-838,373
-15% -$28.3M 2.68% 1
2016
Q1 		$178M Buy
5,754,193
+605,524
+12% +$17.8M 2.77% 1
2015
Q4 		$171M Sell
5,148,669
-180,436
-3% -$6.22M 2.65% 2
2015
Q3 		$171M Sell
5,329,105
-154,367
-3% -$5.32M 2.63% 2
2015
Q2 		$190M Sell
5,483,472
-514,039
-9% -$18M 2.63% 2
2015
Q1 		$202M Buy
5,997,511
+296,586
+5% +$9.84M 2.52% 4
2014
Q4 		$199M Sell
5,700,925
-703,159
-11% -$23.7M 2.39% 3
2014
Q3 		$217M Sell
6,404,084
-395,571
-6% -$13.9M 2.38% 5
2014
Q2 		$236M Sell
6,799,655
-1,561,475
-19% -$53.3M 2.38% 8
2014
Q1 		$295M Sell
8,361,130
-644,549
-7% -$22M 2.58% 9
2013
Q4 		$316M Sell
9,005,679
-1,702,242
-16% -$55.7M 2.77% 11
2013
Q3 		$326M Sell
10,707,921
-3,086,518
-22% -$94.8M 3.1% 10
2013
Q2 		$405M Buy
+13,794,439
New +$384M 3.53% 4

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 $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

NWQ Investment Management Company's UNM Position: Q1 2020 in Review

NWQ Investment Management Company sold out of Unum (UNM) in Q1 2020, closing a stake of 980,279 shares — an estimated $28.6M sold.

NWQ Investment Management Company first reported a position in UNM in Q2 2013 and held it in 27 quarters. The position peaked at $405M in Q2 2013. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • NWQ Investment Management Company reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 980,279 Unum shares in Q1 2020, an estimated $28.6M.
  • NWQ Investment Management Company first reported a position in Unum in Q2 2013 and held it in 27 quarters.
  • NWQ Investment Management Company's Unum position peaked at $405M in Q2 2013.
  • 422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on NWQ Investment Management Company's 13F filing for Q1 2020, filed 14 May 2020.