Aberdeen Group
UNM icon

Aberdeen Group’s Unum UNM Stock Holding History

Aberdeen Group’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
2022
Q1 		– Sell
-51,922
Closed -$1.28M – 1053
2021
Q4 		$1.28M Sell
51,922
-2,210
-4% -$56.6K ﹤0.01% 841
2021
Q3 		$1.36M Sell
54,132
-57,042
-51% -$1.51M ﹤0.01% 845
2021
Q2 		$3.16M Sell
111,174
-934
-0.8% -$27.5K 0.01% 706
2021
Q1 		$3.12M Sell
112,108
-8,456
-7% -$219K 0.01% 709
2020
Q4 		$2.77M Buy
120,564
+1,324
+1% +$27.4K 0.01% 705
2020
Q3 		$2.01M Sell
119,240
-22,302
-16% -$397K 0.01% 707
2020
Q2 		$2.35M Sell
141,542
-23,048
-14% -$364K 0.01% 675
2020
Q1 		$2.47M Buy
164,590
+48,324
+42% +$1.16M 0.01% 638
2019
Q4 		$3.39M Sell
116,266
-5,416
-4% -$158K 0.01% 657
2019
Q3 		$3.62M Sell
121,682
-3,808
-3% -$113K 0.01% 642
2019
Q2 		$4.21M Sell
125,490
-1,679
-1% -$58.2K 0.01% 664
2019
Q1 		$4.3M Buy
127,169
+37,231
+41% +$1.3M 0.01% 651
2018
Q4 		$2.61M Sell
89,938
-3,117
-3% -$109K 0.01% 660
2018
Q3 		$3.64M Sell
93,055
-265,435
-74% -$9.9M 0.01% 664
2018
Q2 		$13.3M Sell
358,490
-20,049
-5% -$836K 0.03% 440
2018
Q1 		$18M Sell
378,539
-889
-0.2% -$46.5K 0.04% 369
2017
Q4 		$20.8M Buy
379,428
+24,210
+7% +$1.3M 0.04% 343
2017
Q3 		$18.2M Buy
+355,218
New +$17.3M 0.03% 358

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group's UNM Position: Q1 2022 in Review

Aberdeen Group sold out of Unum (UNM) in Q1 2022, closing a stake of 51,922 shares — an estimated $1.28M sold.

Aberdeen Group first reported a position in UNM in Q3 2017 and held it in 18 quarters. The position peaked at $20.8M in Q4 2017. 466 funds tracked by Wall St. Rank hold UNM as of Q1 2022.

  • Aberdeen Group reported no remaining Unum position as of Q1 2022 after selling out during the quarter.
  • Aberdeen Group sold 51,922 Unum shares in Q1 2022, an estimated $1.28M.
  • Aberdeen Group first reported a position in Unum in Q3 2017 and held it in 18 quarters.
  • Aberdeen Group's Unum position peaked at $20.8M in Q4 2017.
  • 466 funds tracked by Wall St. Rank held Unum as of Q1 2022.

Based on Aberdeen Group's 13F filing for Q1 2022, filed 4 May 2022.