PAMG
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Patton Albertson Miller Group’s Unum UNM Stock Holding History

Patton Albertson Miller Group’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
Q4 		– Sell
-41,363
Closed -$696K – 214
2020
Q3 		$696K Sell
41,363
-4,500
-10% -$80K 0.2% 116
2020
Q2 		$761K Buy
45,863
+3,319
+8% +$52.4K 0.22% 116
2020
Q1 		$639K Buy
42,544
+15,035
+55% +$362K 0.22% 118
2019
Q4 		$802K Sell
27,509
-18,326
-40% -$533K 0.21% 123
2019
Q3 		$1.36M Buy
45,835
+3,702
+9% +$110K 0.39% 93
2019
Q2 		$1.19M Buy
42,133
+11,170
+36% +$387K 0.34% 97
2019
Q1 		$1.05M Buy
30,963
+12,047
+64% +$419K 0.53% 62
2018
Q4 		$664K Sell
18,916
-14,718
-44% -$515K 0.35% 71
2018
Q3 		$1.14M Sell
33,634
-805
-2% -$30K 0.58% 58
2018
Q2 		$1.27M Buy
34,439
+1,317
+4% +$54.9K 0.64% 57
2018
Q1 		$1.58M Sell
33,122
-4,601
-12% -$240K 0.71% 46
2017
Q4 		$2.07M Sell
37,723
-403
-1% -$21.6K 0.84% 32
2017
Q3 		$1.99M Sell
38,126
-520
-1% -$25.4K 0.87% 26
2017
Q2 		$1.94M Sell
38,646
-5,525
-13% -$254K 0.86% 28
2017
Q1 		$2.05M Sell
44,171
-7,742
-15% -$363K 0.85% 30
2016
Q4 		$2.28M Sell
51,913
-1,666
-3% -$66.7K 0.98% 24
2016
Q3 		$1.89M Sell
53,579
-5,789
-10% -$196K 0.83% 28
2016
Q2 		$1.89M Sell
59,368
-5,426
-8% -$183K 0.85% 31
2016
Q1 		$2M Sell
64,794
-1,963
-3% -$57.6K 1.01% 32
2015
Q4 		$2.22M Sell
66,757
-5,987
-8% -$206K 1.12% 28
2015
Q3 		$2.32M Sell
72,744
-7,245
-9% -$250K 1.23% 23
2015
Q2 		$2.86M Buy
79,989
+3
+0% +$105 1.25% 26
2015
Q1 		$2.7M Buy
79,986
+17,781
+29% +$590K 1.1% 32
2014
Q4 		$2.17M Buy
62,205
+27,068
+77% +$914K 1.01% 35
2014
Q3 		$1.22M Buy
35,137
+14,685
+72% +$516K 0.64% 54
2014
Q2 		$716K Buy
20,452
+10,400
+103% +$355K 0.36% 96
2014
Q1 		$355K Buy
+10,052
New +$343K 0.19% 123

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patton Albertson Miller Group's UNM Position: Q4 2020 in Review

Patton Albertson Miller Group sold out of Unum (UNM) in Q4 2020, closing a stake of 41,363 shares — an estimated $696K sold.

Patton Albertson Miller Group first reported a position in UNM in Q1 2014 and held it in 27 quarters. The position peaked at $2.86M in Q2 2015. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

  • Patton Albertson Miller Group reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 41,363 Unum shares in Q4 2020, an estimated $696K.
  • Patton Albertson Miller Group first reported a position in Unum in Q1 2014 and held it in 27 quarters.
  • Patton Albertson Miller Group's Unum position peaked at $2.86M in Q2 2015.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on Patton Albertson Miller Group's 13F filing for Q4 2020, filed 25 Feb 2021.