Sanders Morris Harris’s Unum UNM Stock Holding History

Sanders Morris Harris’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
2018 Q3	–	Sell	-11,000	Closed	-$406K	–	143
2018 Q2	$406K	Sell	11,000 -700	-6%	-$29.2K	0.19%	78
2018 Q1	$558K	Buy	+11,700	New	+$611K	0.23%	68

Other funds holding UNM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DSC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sanders Morris Harris's UNM Position: Q3 2018 in Review

Sanders Morris Harris sold out of Unum (UNM) in Q3 2018, closing a stake of 11,000 shares — an estimated $406K sold.

Sanders Morris Harris first reported a position in UNM in Q1 2018 and held it in 2 quarters. The position peaked at $558K in Q1 2018. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

Sanders Morris Harris reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
Sanders Morris Harris sold 11,000 Unum shares in Q3 2018, an estimated $406K.
Sanders Morris Harris first reported a position in Unum in Q1 2018 and held it in 2 quarters.
Sanders Morris Harris's Unum position peaked at $558K in Q1 2018.
513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Sanders Morris Harris's 13F filing for Q3 2018, filed 9 Oct 2018.