Westfield Capital Management
UNM icon

Westfield Capital Management’s Unum UNM Stock Holding History

Westfield 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
2016
Q1 		– Sell
-1,434,436
Closed -$47.8M – 291
2015
Q4 		$47.8M Buy
1,434,436
+105,531
+8% +$3.64M 0.32% 103
2015
Q3 		$42.6M Sell
1,328,905
-14,865
-1% -$512K 0.3% 108
2015
Q2 		$48M Buy
+1,343,770
New +$47M 0.29% 109

Other funds holding UNM

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Westfield Capital Management's UNM Position: Q1 2016 in Review

Westfield Capital Management sold out of Unum (UNM) in Q1 2016, closing a stake of 1,434,436 shares — an estimated $47.8M sold.

Westfield Capital Management first reported a position in UNM in Q2 2015 and held it in 3 quarters. The position peaked at $48M in Q2 2015. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

  • Westfield Capital Management reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
  • Westfield Capital Management sold 1,434,436 Unum shares in Q1 2016, an estimated $47.8M.
  • Westfield Capital Management first reported a position in Unum in Q2 2015 and held it in 3 quarters.
  • Westfield Capital Management's Unum position peaked at $48M in Q2 2015.
  • 428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Westfield Capital Management's 13F filing for Q1 2016, filed 13 May 2016.