AII
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AGF Investments Inc’s Unum UNM Stock Holding History

AGF Investments Inc’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
Q3 		– Sell
-11,750
Closed -$195K – 877
2020
Q2 		$195K Buy
11,750
+11,615
+8,604% +$183K ﹤0.01% 645
2020
Q1 		$2K Buy
+135
New +$3.25K ﹤0.01% 766
2018
Q4 		– Sell
-715,756
Closed -$28M – 378
2018
Q3 		$28M Sell
715,756
-633,120
-47% -$23.6M 0.28% 107
2018
Q2 		$49.9M Buy
1,348,876
+75,311
+6% +$3.14M 0.51% 70
2018
Q1 		$60.6M Buy
1,273,565
+19,206
+2% +$1M 0.66% 49
2017
Q4 		$68.9M Sell
1,254,359
-29,924
-2% -$1.61M 0.67% 55
2017
Q3 		$65.7M Buy
1,284,283
+90,655
+8% +$4.42M 0.72% 46
2017
Q2 		$55.7M Buy
1,193,628
+21,902
+2% +$1.01M 0.64% 56
2017
Q1 		$54.9M Sell
1,171,726
-22,407
-2% -$1.05M 0.6% 61
2016
Q4 		$52.4M Sell
1,194,133
-989,305
-45% -$39.6M 0.6% 61
2016
Q3 		$77.1M Sell
2,183,438
-47,656
-2% -$1.61M 0.86% 30
2016
Q2 		$70.9M Buy
2,231,094
+337,082
+18% +$11.4M 0.79% 36
2016
Q1 		$58.5M Sell
1,894,012
-341,342
-15% -$10M 0.71% 49
2015
Q4 		$74.4M Buy
2,235,354
+123,938
+6% +$4.27M 0.91% 30
2015
Q3 		$68M Buy
2,111,416
+194,167
+10% +$6.69M 0.85% 33
2015
Q2 		$68.5M Sell
1,917,249
-98,915
-5% -$3.46M 0.74% 43
2015
Q1 		$68M Buy
2,016,164
+71,055
+4% +$2.36M 0.74% 42
2014
Q4 		$67.8M Buy
1,945,109
+37,969
+2% +$1.28M 0.72% 48
2014
Q3 		$65.6M Sell
1,907,140
-21,440
-1% -$754K 0.68% 42
2014
Q2 		$67.1M Buy
1,928,580
+178,126
+10% +$6.08M 0.66% 42
2014
Q1 		$61.8M Buy
1,750,454
+105,975
+6% +$3.62M 0.63% 43
2013
Q4 		$57.7M Buy
1,644,479
+34,638
+2% +$1.13M 0.59% 51
2013
Q3 		$48.9M Sell
1,609,841
-73,050
-4% -$2.24M 0.55% 56
2013
Q2 		$49.4M Buy
+1,682,891
New +$46.9M 0.57% 54

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
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AGF Investments Inc's UNM Position: Q3 2020 in Review

AGF Investments Inc sold out of Unum (UNM) in Q3 2020, closing a stake of 11,750 shares — an estimated $195K sold.

AGF Investments Inc first reported a position in UNM in Q2 2013 and held it in 24 quarters. The position peaked at $77.1M in Q3 2016. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • AGF Investments Inc reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • AGF Investments Inc sold 11,750 Unum shares in Q3 2020, an estimated $195K.
  • AGF Investments Inc first reported a position in Unum in Q2 2013 and held it in 24 quarters.
  • AGF Investments Inc's Unum position peaked at $77.1M in Q3 2016.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on AGF Investments Inc's 13F filing for Q3 2020, filed 12 Nov 2020.