D'Orazio & Associates’s Unum UNM Stock Holding History

D'Orazio & 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
2018 Q1	–	Sell	-162	Closed	-$9K	–	341
2017 Q4	$9K	Buy	+162	New	+$8.7K	﹤0.01%	228

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

D'Orazio & Associates's UNM Position: Q1 2018 in Review

D'Orazio & Associates sold out of Unum (UNM) in Q1 2018, closing a stake of 162 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

D'Orazio & Associates reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
D'Orazio & Associates sold 162 Unum shares in Q1 2018, an estimated $9K.
D'Orazio & Associates first reported a position in Unum in Q4 2017 and held it in 1 quarter.
D'Orazio & Associates's Unum position peaked at $9K in Q4 2017.
549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on D'Orazio & Associates's 13F filing for Q1 2018, filed 4 May 2018.