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Daiwa SB Investments’s Unum UNM Stock Holding History

Daiwa SB Investments’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
Q3 		– Sell
-1,800
Closed -$67K – 264
2018
Q2 		$67K Buy
1,800
+620
+53% +$25.9K 0.02% 176
2018
Q1 		$56K Sell
1,180
-190
-14% -$9.93K 0.02% 168
2017
Q4 		$75K Hold
1,370
– – 0.02% 171
2017
Q3 		$70K Buy
1,370
+290
+27% +$14.1K 0.02% 170
2017
Q2 		$50K Sell
1,080
-170
-14% -$7.82K 0.01% 179
2017
Q1 		$59K Sell
1,250
-120
-9% -$5.62K 0.02% 178
2016
Q4 		$60K Sell
1,370
-60
-4% -$2.4K 0.02% 168
2016
Q3 		$50K Sell
1,430
-240
-14% -$8.12K 0.01% 175
2016
Q2 		$52K Buy
1,670
+130
+8% +$4.4K 0.02% 143
2016
Q1 		$48K Buy
+1,540
New +$45.2K 0.01% 154

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daiwa SB Investments's UNM Position: Q3 2018 in Review

Daiwa SB Investments sold out of Unum (UNM) in Q3 2018, closing a stake of 1,800 shares — an estimated $67K sold.

Daiwa SB Investments first reported a position in UNM in Q1 2016 and held it in 10 quarters. The position peaked at $75K in Q4 2017. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Daiwa SB Investments reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 1,800 Unum shares in Q3 2018, an estimated $67K.
  • Daiwa SB Investments first reported a position in Unum in Q1 2016 and held it in 10 quarters.
  • Daiwa SB Investments's Unum position peaked at $75K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Daiwa SB Investments's 13F filing for Q3 2018, filed 10 Oct 2018.