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AGF Investments America’s Unum UNM Stock Holding History

AGF Investments America’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
2018
Q4 		– Sell
-24,617
Closed -$962K – 72
2018
Q3 		$962K Sell
24,617
-21,145
-46% -$789K 0.33% 58
2018
Q2 		$1.69M Buy
45,762
+1,062
+2% +$44.3K 0.62% 51
2018
Q1 		$2.13M Buy
44,700
+818
+2% +$42.7K 0.81% 43
2017
Q4 		$2.41M Buy
43,882
+1,186
+3% +$63.7K 0.9% 41
2017
Q3 		$2.18M Buy
42,696
+526
+1% +$25.7K 0.83% 42
2017
Q2 		$1.97M Buy
42,170
+1,475
+4% +$67.8K 0.77% 45
2017
Q1 		$1.91M Buy
40,695
+707
+2% +$33.1K 0.78% 47
2016
Q4 		$1.76M Sell
39,988
-31,890
-44% -$1.28M 0.75% 46
2016
Q3 		$2.54M Buy
71,878
+256
+0.4% +$8.66K 1.1% 36
2016
Q2 		$2.28M Buy
+71,622
New +$2.42M 1.03% 36

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Investments America's UNM Position: Q4 2018 in Review

AGF Investments America sold out of Unum (UNM) in Q4 2018, closing a stake of 24,617 shares — an estimated $962K sold.

AGF Investments America first reported a position in UNM in Q2 2016 and held it in 10 quarters. The position peaked at $2.54M in Q3 2016. 493 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • AGF Investments America reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • AGF Investments America sold 24,617 Unum shares in Q4 2018, an estimated $962K.
  • AGF Investments America first reported a position in Unum in Q2 2016 and held it in 10 quarters.
  • AGF Investments America's Unum position peaked at $2.54M in Q3 2016.
  • 493 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on AGF Investments America's 13F filing for Q4 2018, filed 8 Feb 2019.