Penn Mutual Asset Management’s Unum UNM Stock Holding History

Penn Mutual Asset Management’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 Q4	–	Sell	-9,595	Closed	-$372K	–	71
2022 Q3	$372K	Buy	+9,595	New	+$351K	0.49%	47

Other funds holding UNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Penn Mutual Asset Management's UNM Position: Q4 2022 in Review

Penn Mutual Asset Management sold out of Unum (UNM) in Q4 2022, closing a stake of 9,595 shares — an estimated $372K sold.

Penn Mutual Asset Management first reported a position in UNM in Q3 2022 and held it in 1 quarter. The position peaked at $372K in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

Penn Mutual Asset Management reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
Penn Mutual Asset Management sold 9,595 Unum shares in Q4 2022, an estimated $372K.
Penn Mutual Asset Management first reported a position in Unum in Q3 2022 and held it in 1 quarter.
Penn Mutual Asset Management's Unum position peaked at $372K in Q3 2022.
525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Penn Mutual Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.