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BlackRock Institutional Trust’s Unum UNM Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$306M Buy
6,958,105
+383,286
+6% +$15.3M 0.05% 411
2016
Q3 		$232M Buy
6,574,819
+47,918
+0.7% +$1.62M 0.04% 499
2016
Q2 		$207M Buy
6,526,901
+132,808
+2% +$4.49M 0.03% 518
2016
Q1 		$198M Buy
6,394,093
+68,518
+1% +$2.01M 0.03% 542
2015
Q4 		$211M Sell
6,325,575
-132,186
-2% -$4.56M 0.03% 509
2015
Q3 		$207M Sell
6,457,761
-240,135
-4% -$8.27M 0.04% 508
2015
Q2 		$239M Sell
6,697,896
-559,055
-8% -$19.6M 0.04% 479
2015
Q1 		$245M Sell
7,256,951
-54,452
-0.7% -$1.81M 0.04% 482
2014
Q4 		$255M Buy
7,311,403
+97,464
+1% +$3.29M 0.04% 437
2014
Q3 		$248M Sell
7,213,939
-132,290
-2% -$4.65M 0.04% 432
2014
Q2 		$255M Sell
7,346,229
-124,274
-2% -$4.24M 0.04% 427
2014
Q1 		$264M Buy
7,470,503
+69,865
+0.9% +$2.38M 0.05% 400
2013
Q4 		$260M Sell
7,400,638
-206,396
-3% -$6.76M 0.05% 397
2013
Q3 		$232M Sell
7,607,034
-113,709
-1% -$3.49M 0.04% 408
2013
Q2 		$227M Buy
+7,720,743
New +$215M 0.05% 398

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust's UNM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Unum (UNM) stake by 5.8% in Q4 2016, buying an estimated $15.3M and bringing the position to 6,958,105 shares worth $306M. The position accounts for 0.05% of the portfolio, ranked #411.

BlackRock Institutional Trust first reported a position in UNM in Q2 2013 and has held it in 15 quarters since. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

  • BlackRock Institutional Trust held 6,958,105 shares of Unum worth $306M as of Q4 2016.
  • BlackRock Institutional Trust bought 383,286 Unum shares in Q4 2016, an estimated $15.3M.
  • Unum made up 0.05% of BlackRock Institutional Trust's portfolio in Q4 2016, its #411 holding.
  • BlackRock Institutional Trust first reported a position in Unum in Q2 2013 and has held it in 15 quarters since.
  • 511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.