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AHL Partners’s Unum UNM Stock Holding History

AHL Partners’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
2017
Q4 		$7.08M Buy
128,887
+72,600
+129% +$3.9M 0.11% 349
2017
Q3 		$2.88M Sell
56,287
-112,644
-67% -$5.49M 0.05% 553
2017
Q2 		$7.88M Sell
168,931
-76,861
-31% -$3.54M 0.17% 181
2017
Q1 		$11.5M Sell
245,792
-6,859
-3% -$321K 0.25% 72
2016
Q4 		$11.1M Buy
252,651
+238,779
+1,721% +$9.55M 0.34% 28
2016
Q3 		$489K Sell
13,872
-18,423
-57% -$623K 0.02% 846
2016
Q2 		$1.03M Sell
32,295
-55,453
-63% -$1.88M 0.06% 431
2016
Q1 		$2.71M Buy
87,748
+6,759
+8% +$198K 0.17% 124
2015
Q4 		$2.7M Buy
80,989
+22,791
+39% +$786K 0.21% 174
2015
Q3 		$1.87M Sell
58,198
-12,552
-18% -$432K 0.3% 84
2015
Q2 		$2.53M Buy
70,750
+8,810
+14% +$308K 0.1% 429
2015
Q1 		$2.09M Sell
61,940
-83,985
-58% -$2.79M 0.08% 493
2014
Q4 		$5.09M Buy
145,925
+8,113
+6% +$274K 0.26% 54
2014
Q3 		$4.74M Buy
+137,812
New +$4.84M 0.37% 71

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AHL Partners's UNM Position: Q4 2017 in Review

AHL Partners increased its Unum (UNM) stake by 129% in Q4 2017, buying an estimated $3.9M and bringing the position to 128,887 shares worth $7.08M. The position accounts for 0.11% of the portfolio, ranked #349.

AHL Partners first reported a position in UNM in Q3 2014 and has held it in 14 quarters since. The position peaked at $11.5M in Q1 2017. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

  • AHL Partners held 128,887 shares of Unum worth $7.08M as of Q4 2017.
  • AHL Partners bought 72,600 Unum shares in Q4 2017, an estimated $3.9M.
  • Unum made up 0.11% of AHL Partners's portfolio in Q4 2017, its #349 holding.
  • AHL Partners first reported a position in Unum in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's Unum position peaked at $11.5M in Q1 2017.
  • 565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.