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Bruderman Asset Management’s
Unum
UNM
Stock Holding History
Bruderman Asset 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
-1,772
Closed
-$60K
–
542
2019
Q1
$60K
Buy
1,772
+5
+0.3%
+$174
0.01%
248
2018
Q4
$52K
Hold
1,767
–
–
0.01%
240
2018
Q3
$69K
Buy
1,767
+5
+0.3%
+$187
0.02%
172
2018
Q2
$65K
Hold
1,762
–
–
0.02%
183
2018
Q1
$84K
Buy
+1,762
New
+$92.1K
0.02%
173
2017
Q3
–
Sell
-1,762
Closed
-$82K
–
306
2017
Q2
$82K
Buy
+1,762
New
+$81K
0.02%
167
2017
Q1
–
Sell
-2,200
Closed
-$97K
–
305
2016
Q4
$97K
Hold
2,200
–
–
0.03%
153
2016
Q3
$78K
Hold
2,200
–
–
0.02%
173
2016
Q2
$70K
Hold
2,200
–
–
0.02%
181
2016
Q1
$68K
Hold
2,200
–
–
0.02%
176
2015
Q4
$73K
Hold
2,200
–
–
0.03%
175
2015
Q3
$71K
Hold
2,200
–
–
0.03%
180
2015
Q2
$79K
Hold
2,200
–
–
0.03%
177
2015
Q1
$74K
Buy
+2,200
New
+$73K
0.03%
184
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1-Year Est. Return
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41.92%
1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Ninety One (UK)
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$43.1B AUM
23.42%
1-Year Est. Return
DSC
Donald Smith & Co
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$5.56B AUM
47.13%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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