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Wasatch Advisors’s Unum UNM Stock Holding History

Wasatch Advisors’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
2021
Q2 		– Sell
-722,873
Closed -$20.1M – 293
2021
Q1 		$20.1M Sell
722,873
-1,451
-0.2% -$37.7K 0.09% 173
2020
Q4 		$16.6M Buy
+724,324
New +$15M 0.08% 157
2014
Q4 		– Sell
-684,146
Closed -$23.5M – 391
2014
Q3 		$23.5M Hold
684,146
– – 0.25% 125
2014
Q2 		$23.8M Sell
684,146
-949,446
-58% -$32.4M 0.23% 131
2014
Q1 		$57.7M Sell
1,633,592
-189,007
-10% -$6.45M 0.56% 51
2013
Q4 		$63.9M Buy
1,822,599
+35,037
+2% +$1.15M 0.63% 47
2013
Q3 		$54.4M Sell
1,787,562
-117,565
-6% -$3.61M 0.56% 56
2013
Q2 		$56M Buy
+1,905,127
New +$53M 0.61% 46

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors's UNM Position: Q2 2021 in Review

Wasatch Advisors sold out of Unum (UNM) in Q2 2021, closing a stake of 722,873 shares — an estimated $20.1M sold.

Wasatch Advisors first reported a position in UNM in Q2 2013 and held it in 8 quarters. The position peaked at $63.9M in Q4 2013. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • Wasatch Advisors reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
  • Wasatch Advisors sold 722,873 Unum shares in Q2 2021, an estimated $20.1M.
  • Wasatch Advisors first reported a position in Unum in Q2 2013 and held it in 8 quarters.
  • Wasatch Advisors's Unum position peaked at $63.9M in Q4 2013.
  • 450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Wasatch Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.