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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return