Altshuler Shaham’s Unum UNM Stock Holding History

Altshuler Shaham’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 Q2	–	Sell	-11	Closed	–	–	571
2020 Q1	$0	Hold	11	–	–	﹤0.01%	616
2019 Q4	$0	Buy	11 +1	+10%	+$29	﹤0.01%	622
2019 Q3	$0	Buy	+10	New	+$297	﹤0.01%	560

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Altshuler Shaham's UNM Position: Q2 2020 in Review

Altshuler Shaham sold out of Unum (UNM) in Q2 2020, closing a stake of 11 shares.

Altshuler Shaham first reported a position in UNM in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

Altshuler Shaham reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 11 Unum shares in Q2 2020.
Altshuler Shaham first reported a position in Unum in Q3 2019 and held it in 3 quarters.
Altshuler Shaham's Unum position peaked at $0 in Q1 2020.
411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.