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UNM icon

Avestar Capital’s Unum UNM Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-39
Closed -$1K – 796
2019
Q2 		$1K Hold
39
– – ﹤0.01% 810
2019
Q1 		$1K Hold
39
– – ﹤0.01% 796
2018
Q4 		$1K Buy
39
+12
+44% +$420 ﹤0.01% 784
2018
Q3 		$0 Hold
27
– – ﹤0.01% 1004
2018
Q2 		$0 Sell
27
-15
-36% -$626 ﹤0.01% 1010
2018
Q1 		$1K Sell
42
-28
-40% -$1.46K ﹤0.01% 784
2017
Q4 		$3K Buy
+70
New +$3.76K ﹤0.01% 610

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's UNM Position: Q3 2019 in Review

Avestar Capital sold out of Unum (UNM) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

Avestar Capital first reported a position in UNM in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q4 2017. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Avestar Capital reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 39 Unum shares in Q3 2019, an estimated $1K.
  • Avestar Capital first reported a position in Unum in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Unum position peaked at $3K in Q4 2017.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.