TCM
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Twin Capital Management’s Unum UNM Stock Holding History

Twin 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
2020
Q1 		– Sell
-35,850
Closed -$1.04M – 279
2019
Q4 		$1.04M Sell
35,850
-170
-0.5% -$4.94K 0.09% 212
2019
Q3 		$1.07M Buy
36,020
+5,920
+20% +$176K 0.08% 210
2019
Q2 		$1.01M Sell
30,100
-250
-0.8% -$8.66K 0.07% 208
2019
Q1 		$1.03M Buy
30,350
+1,730
+6% +$60.2K 0.05% 251
2018
Q4 		$841K Sell
28,620
-27,443
-49% -$960K 0.05% 243
2018
Q3 		$2.19M Buy
56,063
+8,472
+18% +$316K 0.1% 225
2018
Q2 		$1.76M Buy
47,591
+17,381
+58% +$725K 0.09% 235
2018
Q1 		$1.44M Hold
30,210
– – 0.07% 245
2017
Q4 		$1.66M Hold
30,210
– – 0.08% 235
2017
Q3 		$1.54M Sell
30,210
-400
-1% -$19.5K 0.08% 249
2017
Q2 		$1.43M Sell
30,610
-80
-0.3% -$3.68K 0.08% 252
2017
Q1 		$1.44M Sell
30,690
-31,813
-51% -$1.49M 0.09% 256
2016
Q4 		$2.75M Buy
62,503
+1,764
+3% +$70.6K 0.18% 172
2016
Q3 		$2.15M Buy
60,739
+37,149
+157% +$1.26M 0.14% 205
2016
Q2 		$750K Sell
23,590
-960
-4% -$32.5K 0.06% 314
2016
Q1 		$759K Sell
24,550
-190
-0.8% -$5.57K 0.06% 235
2015
Q4 		$824K Sell
24,740
-270
-1% -$9.31K 0.07% 231
2015
Q3 		$802K Buy
+25,010
New +$862K 0.08% 216
2015
Q1 		– Sell
-9,640
Closed -$336K – 267
2014
Q4 		$336K Sell
9,640
-1,630
-14% -$55K 0.03% 248
2014
Q3 		$387K Buy
+11,270
New +$396K 0.04% 266

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Twin Capital Management's UNM Position: Q1 2020 in Review

Twin Capital Management sold out of Unum (UNM) in Q1 2020, closing a stake of 35,850 shares — an estimated $1.04M sold.

Twin Capital Management first reported a position in UNM in Q3 2014 and held it in 20 quarters. The position peaked at $2.75M in Q4 2016. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Twin Capital Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Twin Capital Management sold 35,850 Unum shares in Q1 2020, an estimated $1.04M.
  • Twin Capital Management first reported a position in Unum in Q3 2014 and held it in 20 quarters.
  • Twin Capital Management's Unum position peaked at $2.75M in Q4 2016.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Twin Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.