BIM
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Bogle Investment Management’s Unum UNM Stock Holding History

Bogle Investment Management’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
Q2 		– Sell
-399,021
Closed -$13.5M – 335
2019
Q1 		$13.5M Buy
399,021
+186,200
+87% +$6.48M 1.03% 18
2018
Q4 		$6.25M Buy
+212,821
New +$7.45M 0.49% 84

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bogle Investment Management's UNM Position: Q2 2019 in Review

Bogle Investment Management sold out of Unum (UNM) in Q2 2019, closing a stake of 399,021 shares — an estimated $13.5M sold.

Bogle Investment Management first reported a position in UNM in Q4 2018 and held it in 2 quarters. The position peaked at $13.5M in Q1 2019. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

  • Bogle Investment Management reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
  • Bogle Investment Management sold 399,021 Unum shares in Q2 2019, an estimated $13.5M.
  • Bogle Investment Management first reported a position in Unum in Q4 2018 and held it in 2 quarters.
  • Bogle Investment Management's Unum position peaked at $13.5M in Q1 2019.
  • 490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Bogle Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.