Cannell & Spears’s Unum UNM Stock Holding History

Cannell & Spears’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	-9,113	Closed	-$308K	–	185
2019 Q1	$308K	Hold	9,113	–	–	0.04%	131
2018 Q4	$268K	Sell	9,113 -5,306	-37%	-$186K	0.04%	131
2018 Q3	$563K	Buy	14,419 +5,306	+58%	+$198K	0.07%	97
2018 Q2	$337K	Hold	9,113	–	–	0.04%	123
2018 Q1	$434K	Hold	9,113	–	–	0.06%	108
2017 Q4	$500K	Hold	9,113	–	–	0.06%	104
2017 Q3	$466K	Hold	9,113	–	–	0.06%	98
2017 Q2	$425K	Buy	+9,113	New	+$419K	0.05%	93

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cannell & Spears's UNM Position: Q2 2019 in Review

Cannell & Spears sold out of Unum (UNM) in Q2 2019, closing a stake of 9,113 shares — an estimated $308K sold.

Cannell & Spears first reported a position in UNM in Q2 2017 and held it in 8 quarters. The position peaked at $563K in Q3 2018. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Cannell & Spears reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Cannell & Spears sold 9,113 Unum shares in Q2 2019, an estimated $308K.
Cannell & Spears first reported a position in Unum in Q2 2017 and held it in 8 quarters.
Cannell & Spears's Unum position peaked at $563K in Q3 2018.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Cannell & Spears's 13F filing for Q2 2019, filed 9 Aug 2019.