SG3 Management’s Unum UNM Stock Holding History

SG3 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
2019 Q3	–	Sell	-90,000	Closed	-$3.02M	–	474
2019 Q2	$3.02M	Sell	90,000 -293,500	-77%	-$10.2M	0.33%	61
2019 Q1	$13M	Buy	+383,500	New	+$13.4M	1.28%	18

Other funds holding UNM

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSC

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SG3 Management's UNM Position: Q3 2019 in Review

SG3 Management sold out of Unum (UNM) in Q3 2019, closing a stake of 10,000 shares — an estimated $336K sold.

SG3 Management first reported a position in UNM in Q1 2019 and held it in 2 quarters. The position peaked at $1.18M in Q1 2019. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

SG3 Management reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
SG3 Management sold 10,000 Unum shares in Q3 2019, an estimated $336K.
SG3 Management first reported a position in Unum in Q1 2019 and held it in 2 quarters.
SG3 Management's Unum position peaked at $1.18M in Q1 2019.
456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on SG3 Management's 13F filing for Q3 2019, filed 13 Nov 2019.