Donoghue Forlines’s Unum UNM Stock Holding History

Donoghue Forlines’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	–	Sell	-47,264	Closed	-$1.08M	–	308
2020 Q4	$1.08M	Sell	47,264 -16,397	-26%	-$339K	0.21%	133
2020 Q3	$1.07M	Buy	+63,661	New	+$1.13M	0.29%	116

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donoghue Forlines's UNM Position: Q1 2021 in Review

Donoghue Forlines sold out of Unum (UNM) in Q1 2021, closing a stake of 47,264 shares — an estimated $1.08M sold.

Donoghue Forlines first reported a position in UNM in Q3 2020 and held it in 2 quarters. The position peaked at $1.08M in Q4 2020. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

Donoghue Forlines reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
Donoghue Forlines sold 47,264 Unum shares in Q1 2021, an estimated $1.08M.
Donoghue Forlines first reported a position in Unum in Q3 2020 and held it in 2 quarters.
Donoghue Forlines's Unum position peaked at $1.08M in Q4 2020.
459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Donoghue Forlines's 13F filing for Q1 2021, filed 14 May 2021.