Aperio Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $34.4M | Buy |
1,501,367
+17,152
| +1% | +$355K | 0.1% | 197 |
|
|
2020
Q3 | $25M | Buy |
1,484,215
+153,811
| +12% | +$2.74M | 0.08% | 225 |
|
|
2020
Q2 | $22.1M | Buy |
1,330,404
+333,033
| +33% | +$5.26M | 0.08% | 238 |
|
|
2020
Q1 | $15M | Buy |
997,371
+734,935
| +280% | +$17.7M | 0.07% | 295 |
|
|
2019
Q4 | $7.65M | Buy |
262,436
+21,342
| +9% | +$621K | 0.03% | 583 |
|
|
2019
Q3 | $7.17M | Buy |
241,094
+33,907
| +16% | +$1.01M | 0.03% | 586 |
|
|
2019
Q2 | $6.95M | Buy |
207,187
+1,074
| +0.5% | +$37.2K | 0.03% | 594 |
|
|
2019
Q1 | $6.97M | Sell |
206,113
-33,161
| -14% | -$1.15M | 0.03% | 571 |
|
|
2018
Q4 | $7.03M | Sell |
239,274
-44,845
| -16% | -$1.57M | 0.04% | 513 |
|
|
2018
Q3 | $11.1M | Buy |
284,119
+39,771
| +16% | +$1.48M | 0.05% | 406 |
|
|
2018
Q2 | $9.04M | Buy |
244,348
+7,911
| +3% | +$330K | 0.04% | 466 |
|
|
2018
Q1 | $11.3M | Sell |
236,437
-8,777
| -4% | -$459K | 0.06% | 392 |
|
|
2017
Q4 | $13.5M | Buy |
245,214
+4,851
| +2% | +$260K | 0.07% | 334 |
|
|
2017
Q3 | $12.3M | Buy |
240,363
+1,130
| +0.5% | +$55.1K | 0.07% | 335 |
|
|
2017
Q2 | $11.2M | Buy |
239,233
+12,127
| +5% | +$558K | 0.07% | 344 |
|
|
2017
Q1 | $10.6M | Buy |
227,106
+1,926
| +0.9% | +$90.2K | 0.07% | 325 |
|
|
2016
Q4 | $9.89M | Buy |
225,180
+17,788
| +9% | +$712K | 0.08% | 301 |
|
|
2016
Q3 | $7.32M | Buy |
207,392
+9,431
| +5% | +$319K | 0.05% | 412 |
|
|
2016
Q2 | $6.29M | Buy |
197,961
+64,658
| +49% | +$2.19M | 0.05% | 441 |
|
|
2016
Q1 | $4.12M | Buy |
133,303
+1,646
| +1% | +$48.3K | 0.04% | 551 |
|
|
2015
Q4 | $4.38M | Buy |
131,657
+8,949
| +7% | +$309K | 0.04% | 498 |
|
|
2015
Q3 | $3.94M | Buy |
122,708
+9,120
| +8% | +$314K | 0.04% | 498 |
|
|
2015
Q2 | $4.06M | Buy |
113,588
+11,809
| +12% | +$413K | 0.04% | 480 |
|
|
2015
Q1 | $3.43M | Buy |
101,779
+695
| +0.7% | +$23.1K | 0.04% | 507 |
|
|
2014
Q4 | $3.53M | Buy |
101,084
+5,596
| +6% | +$189K | 0.04% | 474 |
|
|
2014
Q3 | $3.28M | Buy |
95,488
+3,041
| +3% | +$107K | 0.04% | 473 |
|
|
2014
Q2 | $3.21M | Sell |
92,447
-1,527
| -2% | -$52.1K | 0.05% | 462 |
|
|
2014
Q1 | $3.32M | Buy |
+93,974
| New | +$3.21M | 0.05% | 509 |
|
|
2013
Q4 | – | Sell |
-70,680
| Closed | -$2.31M | – | 553 |
|
|
2013
Q3 | $2.15M | Buy |
70,680
+4,778
| +7% | +$147K | 0.04% | 562 |
|
|
2013
Q2 | $1.94M | Buy |
+65,902
| New | +$1.84M | 0.05% | 509 |
|
Other funds holding UNM
DSC
Aperio Group's UNM Position: Q4 2020 in Review
Aperio Group increased its Unum (UNM) stake by 1.2% in Q4 2020, buying an estimated $355K and bringing the position to 1,501,367 shares worth $34.4M. The position accounts for 0.1% of the portfolio, ranked #197.
Aperio Group first reported a position in UNM in Q2 2013 and has held it in 30 quarters since. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.
- Aperio Group held 1,501,367 shares of Unum worth $34.4M as of Q4 2020.
- Aperio Group bought 17,152 Unum shares in Q4 2020, an estimated $355K.
- Unum made up 0.1% of Aperio Group's portfolio in Q4 2020, its #197 holding.
- Aperio Group first reported a position in Unum in Q2 2013 and has held it in 30 quarters since.
- 444 funds tracked by Wall St. Rank held Unum as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.