WAM
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Wolverine Asset Management’s Unum UNM Stock Holding History

Wolverine Asset 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
2021
Q3 		– Sell
-1,169
Closed -$33K – 2371
2021
Q2 		$33K Sell
1,169
-4,091
-78% -$120K ﹤0.01% 1783
2021
Q1 		$146K Buy
+5,260
New +$137K ﹤0.01% 1340

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wolverine Asset Management's UNM Position: Q3 2021 in Review

Wolverine Asset Management sold out of Unum (UNM) in Q3 2021, closing a stake of 1,169 shares — an estimated $33K sold.

Wolverine Asset Management first reported a position in UNM in Q1 2021 and held it in 2 quarters. The position peaked at $146K in Q1 2021. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • Wolverine Asset Management reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 1,169 Unum shares in Q3 2021, an estimated $33K.
  • Wolverine Asset Management first reported a position in Unum in Q1 2021 and held it in 2 quarters.
  • Wolverine Asset Management's Unum position peaked at $146K in Q1 2021.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.