WCM
UNM icon

Winton Capital Management’s Unum UNM Stock Holding History

Winton 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
2014
Q1 		$72.2M Buy
2,045,744
+577,649
+39% +$19.7M 0.5% 37
2013
Q4 		$51.5M Buy
1,468,095
+554,108
+61% +$18.1M 0.46% 49
2013
Q3 		$27.8M Buy
913,987
+591,771
+184% +$18.2M 0.34% 101
2013
Q2 		$9.46M Buy
+322,216
New +$8.97M 0.11% 280

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 $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $432B AUM 30.22% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winton Capital Management's UNM Position: Q1 2014 in Review

Winton Capital Management increased its Unum (UNM) stake by 39% in Q1 2014, buying an estimated $19.7M and bringing the position to 2,045,744 shares worth $72.2M. The position accounts for 0.5% of the portfolio, ranked #37.

Winton Capital Management first reported a position in UNM in Q2 2013 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold UNM as of Q1 2014.

  • Winton Capital Management held 2,045,744 shares of Unum worth $72.2M as of Q1 2014.
  • Winton Capital Management bought 577,649 Unum shares in Q1 2014, an estimated $19.7M.
  • Unum made up 0.5% of Winton Capital Management's portfolio in Q1 2014, its #37 holding.
  • Winton Capital Management first reported a position in Unum in Q2 2013 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Unum as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.