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Advisor Group’s Unum UNM Stock Holding History

Advisor 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
2019
Q4 		$317K Sell
10,853
-1,536
-12% -$44.7K ﹤0.01% 2010
2019
Q3 		$369K Sell
12,389
-902
-7% -$26.8K ﹤0.01% 1832
2019
Q2 		$446K Sell
13,291
-3,355
-20% -$116K ﹤0.01% 1696
2019
Q1 		$564K Buy
16,646
+1,773
+12% +$61.7K ﹤0.01% 1499
2018
Q4 		$437K Buy
14,873
+4,735
+47% +$166K ﹤0.01% 1505
2018
Q3 		$397K Buy
10,138
+2,038
+25% +$76K ﹤0.01% 1644
2018
Q2 		$300K Sell
8,100
-785
-9% -$32.7K ﹤0.01% 1685
2018
Q1 		$423K Sell
8,885
-224
-2% -$11.7K 0.01% 1435
2017
Q4 		$500K Sell
9,109
-748
-8% -$40.2K 0.01% 1330
2017
Q3 		$505K Sell
9,857
-41
-0.4% -$2K 0.01% 1206
2017
Q2 		$461K Sell
9,898
-260
-3% -$12K 0.01% 1196
2017
Q1 		$476K Buy
10,158
+1,433
+16% +$67.1K 0.01% 1107
2016
Q4 		$384K Buy
8,725
+35
+0.4% +$1.4K 0.01% 1155
2016
Q3 		$306K Buy
8,690
+32
+0.4% +$1.08K 0.01% 1262
2016
Q2 		$274K Buy
+8,658
New +$293K 0.01% 1241

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's UNM Position: Q4 2019 in Review

Advisor Group reduced its Unum (UNM) stake by 12% in Q4 2019, selling an estimated $44.7K and leaving 10,853 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Advisor Group first reported a position in UNM in Q2 2016 and has held it in 15 quarters since. The position peaked at $564K in Q1 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Advisor Group held 10,853 shares of Unum worth $317K as of Q4 2019.
  • Advisor Group sold 1,536 Unum shares in Q4 2019, an estimated $44.7K.
  • Unum made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2010 holding.
  • Advisor Group first reported a position in Unum in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Unum position peaked at $564K in Q1 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.