ZCM
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Ziegler Capital Management’s Unum UNM Stock Holding History

Ziegler 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
2013
Q3 		$1.82M Buy
59,957
+2,493
+4% +$76.6K 0.16% 175
2013
Q2 		$1.69M Buy
+57,464
New +$1.6M 0.18% 173

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ziegler Capital Management's UNM Position: Q3 2013 in Review

Ziegler Capital Management increased its Unum (UNM) stake by 4.3% in Q3 2013, buying an estimated $76.6K and bringing the position to 59,957 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #175.

Ziegler Capital Management first reported a position in UNM in Q2 2013 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2013.

  • Ziegler Capital Management held 59,957 shares of Unum worth $1.82M as of Q3 2013.
  • Ziegler Capital Management bought 2,493 Unum shares in Q3 2013, an estimated $76.6K.
  • Unum made up 0.16% of Ziegler Capital Management's portfolio in Q3 2013, its #175 holding.
  • Ziegler Capital Management first reported a position in Unum in Q2 2013 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.