Sandler Capital Management’s Unum UNM Stock Holding History

Sandler Capital 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 Q3	–	Sell	-300,000	Closed	-$10.2M	–	112
2022 Q2	$10.2M	Sell	300,000 -768,000	-72%	-$26M	1.08%	40
2022 Q1	$33.7M	Sell	1,068,000 -96,100	-8%	-$2.69M	2.97%	5
2021 Q4	$28.6M	Buy	+1,164,100	New	+$29.8M	2.48%	5
2021 Q2	–	Sell	-264,000	Closed	-$7.35M	–	130
2021 Q1	$7.35M	Sell	264,000 -96,000	-27%	-$2.49M	0.63%	68
2020 Q4	$8.26M	Buy	+360,000	New	+$7.44M	0.97%	46
2020 Q3	–	Sell	-559,000	Closed	-$9.27M	–	97
2020 Q2	$9.27M	Buy	559,000 +316,000	+130%	+$4.99M	0.88%	44
2020 Q1	$3.65M	Sell	243,000 -345,000	-59%	-$8.3M	0.5%	70
2019 Q4	$17.1M	Sell	588,000 -112,000	-16%	-$3.26M	1.97%	18
2019 Q3	$20.8M	Buy	+700,000	New	+$20.8M	1.82%	18
2018 Q4	–	Sell	-1,433,000	Closed	-$56M	–	135
2018 Q3	$56M	Buy	+1,433,000	New	+$53.5M	2.83%	6

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return