1832 Asset Management
UNM icon

1832 Asset Management’s Unum UNM Stock Holding History

1832 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
2019
Q4 		– Sell
-230,000
Closed -$6.81M – 746
2019
Q3 		$6.81M Buy
+230,000
New +$6.83M 0.02% 264
2018
Q3 		– Sell
-20,018
Closed -$713K – 719
2018
Q2 		$713K Buy
20,018
+4,528
+29% +$189K ﹤0.01% 443
2018
Q1 		$715K Buy
+15,490
New +$809K ﹤0.01% 451

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1832 Asset Management's UNM Position: Q4 2019 in Review

1832 Asset Management sold out of Unum (UNM) in Q4 2019, closing a stake of 230,000 shares — an estimated $6.81M sold.

1832 Asset Management first reported a position in UNM in Q1 2018 and held it in 3 quarters. The position peaked at $6.81M in Q3 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • 1832 Asset Management reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • 1832 Asset Management sold 230,000 Unum shares in Q4 2019, an estimated $6.81M.
  • 1832 Asset Management first reported a position in Unum in Q1 2018 and held it in 3 quarters.
  • 1832 Asset Management's Unum position peaked at $6.81M in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on 1832 Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.