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Dean Investment Associates’s Unum UNM Stock Holding History

Dean Investment Associates’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
2020
Q1 		– Sell
-28,707
Closed -$837K – 264
2019
Q4 		$837K Sell
28,707
-1,924
-6% -$56K 0.13% 201
2019
Q3 		$910K Buy
30,631
+20,359
+198% +$605K 0.13% 178
2019
Q2 		$345K Sell
10,272
-57
-0.6% -$1.97K 0.05% 205
2019
Q1 		$349K Buy
10,329
+152
+1% +$5.29K 0.05% 205
2018
Q4 		$299K Sell
10,177
-1,415
-12% -$49.5K 0.05% 203
2018
Q3 		$453K Buy
+11,592
New +$432K 0.06% 205
2017
Q2 		– Sell
-13,684
Closed -$642K – 221
2017
Q1 		$642K Buy
13,684
+702
+5% +$32.9K 0.11% 174
2016
Q4 		$570K Sell
12,982
-2,273
-15% -$90.9K 0.1% 183
2016
Q3 		$539K Buy
15,255
+194
+1% +$6.56K 0.1% 164
2016
Q2 		$479K Sell
15,061
-76
-0.5% -$2.57K 0.09% 176
2016
Q1 		$468K Buy
15,137
+352
+2% +$10.3K 0.1% 184
2015
Q4 		$492K Hold
14,785
– – 0.11% 169
2015
Q3 		$474K Sell
14,785
-192
-1% -$6.62K 0.11% 173
2015
Q2 		$535K Hold
14,977
– – 0.12% 173
2015
Q1 		$505K Buy
14,977
+2,159
+17% +$71.6K 0.12% 175
2014
Q4 		$447K Sell
12,818
-1,319
-9% -$44.5K 0.1% 196
2014
Q3 		$486K Sell
14,137
-49
-0.3% -$1.72K 0.12% 171
2014
Q2 		$493K Sell
14,186
-292
-2% -$9.97K 0.11% 179
2014
Q1 		$511K Buy
14,478
+215
+2% +$7.34K 0.12% 158
2013
Q4 		$500K Buy
14,263
+202
+1% +$6.62K 0.12% 158
2013
Q3 		$428K Sell
14,061
-2,965
-17% -$91.1K 0.11% 167
2013
Q2 		$500K Buy
+17,026
New +$474K 0.14% 136

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dean Investment Associates's UNM Position: Q1 2020 in Review

Dean Investment Associates sold out of Unum (UNM) in Q1 2020, closing a stake of 28,707 shares — an estimated $837K sold.

Dean Investment Associates first reported a position in UNM in Q2 2013 and held it in 22 quarters. The position peaked at $910K in Q3 2019. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Dean Investment Associates reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Dean Investment Associates sold 28,707 Unum shares in Q1 2020, an estimated $837K.
  • Dean Investment Associates first reported a position in Unum in Q2 2013 and held it in 22 quarters.
  • Dean Investment Associates's Unum position peaked at $910K in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Dean Investment Associates's 13F filing for Q1 2020, filed 14 May 2020.