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Westwood Holdings Group’s Unum UNM Stock Holding History

Westwood Holdings Group’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
2015
Q2 		– Sell
-41,100
Closed -$1.39M – 369
2015
Q1 		$1.39M Hold
41,100
– – 0.01% 289
2014
Q4 		$1.43M Hold
41,100
– – 0.01% 290
2014
Q3 		$1.41M Hold
41,100
– – 0.01% 290
2014
Q2 		$1.43M Hold
41,100
– – 0.01% 272
2014
Q1 		$1.45M Hold
41,100
– – 0.01% 270
2013
Q4 		$1.44M Hold
41,100
– – 0.01% 265
2013
Q3 		$1.25M Sell
41,100
-21,000
-34% -$645K 0.01% 288
2013
Q2 		$1.82M Buy
+62,100
New +$1.73M 0.02% 273

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westwood Holdings Group's UNM Position: Q2 2015 in Review

Westwood Holdings Group sold out of Unum (UNM) in Q2 2015, closing a stake of 41,100 shares — an estimated $1.39M sold.

Westwood Holdings Group first reported a position in UNM in Q2 2013 and held it in 8 quarters. The position peaked at $1.82M in Q2 2013. 423 funds tracked by Wall St. Rank hold UNM as of Q2 2015.

  • Westwood Holdings Group reported no remaining Unum position as of Q2 2015 after selling out during the quarter.
  • Westwood Holdings Group sold 41,100 Unum shares in Q2 2015, an estimated $1.39M.
  • Westwood Holdings Group first reported a position in Unum in Q2 2013 and held it in 8 quarters.
  • Westwood Holdings Group's Unum position peaked at $1.82M in Q2 2013.
  • 423 funds tracked by Wall St. Rank held Unum as of Q2 2015.

Based on Westwood Holdings Group's 13F filing for Q2 2015, filed 17 Aug 2015.