Washington Capital Management’s Unum UNM Stock Holding History

Washington 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	-22,975	Closed	-$670K	–	111
2019 Q4	$670K	Sell	22,975 -3,250	-12%	-$94.5K	0.58%	38
2019 Q3	$779K	Hold	26,225	–	–	0.76%	31
2019 Q2	$880K	Hold	26,225	–	–	1%	27
2019 Q1	$887K	Sell	26,225 -6,200	-19%	-$216K	1%	30
2018 Q4	$953K	Sell	32,425 -200	-0.6%	-$7K	1.1%	29
2018 Q3	$1.27M	Sell	32,625 -900	-3%	-$33.6K	1.22%	28
2018 Q2	$1.24M	Sell	33,525 -30,975	-48%	-$1.29M	1.27%	25
2018 Q1	$3.07M	Hold	64,500	–	–	3.08%	6
2017 Q4	$3.54M	Hold	64,500	–	–	3.54%	4
2017 Q3	$3.3M	Hold	64,500	–	–	3.5%	4
2017 Q2	$3.01M	Hold	64,500	–	–	3.39%	5
2017 Q1	$3.02M	Sell	64,500 -2,850	-4%	-$133K	3.51%	3
2016 Q4	$2.96M	Sell	67,350 -4,400	-6%	-$176K	3.64%	4
2016 Q3	$2.53M	Sell	71,750 -1,000	-1%	-$33.8K	3.49%	2
2016 Q2	$2.31M	Sell	72,750 -8,000	-10%	-$271K	3.29%	5
2016 Q1	$2.5M	Sell	80,750 -9,000	-10%	-$264K	1.83%	5
2015 Q4	$2.99M	Hold	89,750	–	–	1.86%	6
2015 Q3	$2.88M	Sell	89,750 -1,850	-2%	-$63.7K	1.8%	5
2015 Q2	$3.27M	Hold	91,600	–	–	1.84%	5
2015 Q1	$3.09M	Buy	91,600 +1,500	+2%	+$49.8K	1.78%	5
2014 Q4	$3.14M	Hold	90,100	–	–	1.31%	12
2014 Q3	$3.1M	Sell	90,100 -450	-0.5%	-$15.8K	1.22%	6
2014 Q2	$3.15M	Buy	90,550 +6,650	+8%	+$227K	1.16%	11
2014 Q1	$2.96M	Sell	83,900 -6,000	-7%	-$205K	1.07%	14
2013 Q4	$3.15M	Buy	89,900 +150	+0.2%	+$4.91K	0.76%	46
2013 Q3	$2.73M	Sell	89,750 -23,300	-21%	-$716K	0.73%	52
2013 Q2	$3.32M	Buy	+113,050	New	+$3.15M	0.86%	32

Other funds holding UNM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

DSC

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Washington Capital Management sold out of Unum (UNM) in Q1 2020, closing a stake of 22,975 shares — an estimated $670K sold.

Washington Capital Management first reported a position in UNM in Q2 2013 and held it in 27 quarters. The position peaked at $3.54M in Q4 2017. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Washington Capital Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
Washington Capital Management sold 22,975 Unum shares in Q1 2020, an estimated $670K.
Washington Capital Management first reported a position in Unum in Q2 2013 and held it in 27 quarters.
Washington Capital Management's Unum position peaked at $3.54M in Q4 2017.
422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Washington Capital Management's 13F filing for Q1 2020, filed 6 May 2020.