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Cambridge Financial Group’s Unum UNM Stock Holding History

Cambridge Financial Group’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
2018
Q2 		– Sell
-112,305
Closed -$5.35M – 35
2018
Q1 		$5.35M Sell
112,305
-9,136
-8% -$477K 2.89% 26
2017
Q4 		$6.67M Sell
121,441
-832
-0.7% -$44.7K 3.29% 19
2017
Q3 		$6.25M Buy
122,273
+1,475
+1% +$71.9K 3.27% 19
2017
Q2 		$5.63M Buy
120,798
+2,918
+2% +$134K 3.01% 21
2017
Q1 		$5.53M Buy
+117,880
New +$5.52M 3.12% 22

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambridge Financial Group's UNM Position: Q2 2018 in Review

Cambridge Financial Group sold out of Unum (UNM) in Q2 2018, closing a stake of 112,305 shares — an estimated $5.35M sold.

Cambridge Financial Group first reported a position in UNM in Q1 2017 and held it in 5 quarters. The position peaked at $6.67M in Q4 2017. 515 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Cambridge Financial Group reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Cambridge Financial Group sold 112,305 Unum shares in Q2 2018, an estimated $5.35M.
  • Cambridge Financial Group first reported a position in Unum in Q1 2017 and held it in 5 quarters.
  • Cambridge Financial Group's Unum position peaked at $6.67M in Q4 2017.
  • 515 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Cambridge Financial Group's 13F filing for Q2 2018, filed 6 Aug 2018.