Zimmer Partners’s Unum UNM Stock Holding History

Zimmer Partners’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
2020 Q4	–	Sell	-890,000	Closed	-$15M	–	167
2020 Q3	$15M	Buy	890,000 +515,000	+137%	+$9.16M	0.23%	59
2020 Q2	$6.22M	Buy	+375,000	New	+$5.92M	0.08%	80

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners's UNM Position: Q4 2020 in Review

Zimmer Partners sold out of Unum (UNM) in Q4 2020, closing a stake of 890,000 shares — an estimated $15M sold.

Zimmer Partners first reported a position in UNM in Q2 2020 and held it in 2 quarters. The position peaked at $15M in Q3 2020. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

Zimmer Partners reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
Zimmer Partners sold 890,000 Unum shares in Q4 2020, an estimated $15M.
Zimmer Partners first reported a position in Unum in Q2 2020 and held it in 2 quarters.
Zimmer Partners's Unum position peaked at $15M in Q3 2020.
444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on Zimmer Partners's 13F filing for Q4 2020, filed 16 Feb 2021.