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CSat Investment Advisory’s Unum UNM Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$133K Sell
4,785
-532
-10% -$13.8K 0.11% 67
2020
Q4 		$122K Sell
5,317
-1,460
-22% -$30.2K 0.11% 69
2020
Q3 		$114K Sell
6,777
-958
-12% -$17K 0.01% 410
2020
Q2 		$129K Buy
7,735
+5,637
+269% +$89K 0.02% 396
2020
Q1 		$31K Sell
2,098
-76
-3% -$1.83K 0.01% 648
2019
Q4 		$64K Sell
2,174
-129
-6% -$3.75K 0.02% 538
2019
Q3 		$68K Buy
2,303
+690
+43% +$20.5K 0.02% 400
2019
Q2 		$54K Buy
1,613
+578
+56% +$20K 0.02% 466
2019
Q1 		$35K Sell
1,035
-253
-20% -$8.81K 0.02% 202
2018
Q4 		$38K Buy
1,288
+578
+81% +$20.2K 0.02% 175
2018
Q3 		$28K Buy
710
+206
+41% +$7.69K 0.02% 179
2018
Q2 		$19K Buy
+504
New +$21K 0.01% 211

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's UNM Position: Q1 2021 in Review

CSat Investment Advisory reduced its Unum (UNM) stake by 10% in Q1 2021, selling an estimated $13.8K and leaving 4,785 shares worth $133K. The position accounts for 0.11% of the portfolio, ranked #67.

CSat Investment Advisory first reported a position in UNM in Q2 2018 and has held it in 12 quarters since. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • CSat Investment Advisory held 4,785 shares of Unum worth $133K as of Q1 2021.
  • CSat Investment Advisory sold 532 Unum shares in Q1 2021, an estimated $13.8K.
  • Unum made up 0.11% of CSat Investment Advisory's portfolio in Q1 2021, its #67 holding.
  • CSat Investment Advisory first reported a position in Unum in Q2 2018 and has held it in 12 quarters since.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.