E. Ohman J:or Asset Management’s Unum UNM Stock Holding History

E. Ohman J:or Asset Management’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 Q2	–	Sell	-7,000	Closed	-$105K	–	466
2020 Q1	$105K	Hold	7,000	–	–	0.01%	419
2019 Q4	$204K	Hold	7,000	–	–	0.01%	413
2019 Q3	$208K	Hold	7,000	–	–	0.01%	344
2019 Q2	$235K	Hold	7,000	–	–	0.02%	343
2019 Q1	$237K	Hold	7,000	–	–	0.02%	339
2018 Q4	$206K	Hold	7,000	–	–	0.02%	346
2018 Q3	$273K	Hold	7,000	–	–	0.02%	337
2018 Q2	$259K	Buy	7,000 +3,000	+75%	+$125K	0.02%	333
2018 Q1	$190K	Sell	4,000 -2,000	-33%	-$104K	0.02%	480
2017 Q4	$329K	Hold	6,000	–	–	0.03%	371
2017 Q3	$307K	Buy	6,000 +400	+7%	+$19.5K	0.03%	351
2017 Q2	$261K	Hold	5,600	–	–	0.03%	370
2017 Q1	$263K	Hold	5,600	–	–	0.03%	363
2016 Q4	$246K	Hold	5,600	–	–	0.03%	350
2016 Q3	$198K	Hold	5,600	–	–	0.03%	387
2016 Q2	$178K	Hold	5,600	–	–	0.03%	375
2016 Q1	$173K	Hold	5,600	–	–	0.03%	362
2015 Q4	$186K	Hold	5,600	–	–	0.03%	370
2015 Q3	$180K	Hold	5,600	–	–	0.05%	354
2015 Q2	$200K	Hold	5,600	–	–	0.05%	353
2015 Q1	$189K	Hold	5,600	–	–	0.04%	395
2014 Q4	$199K	Hold	5,600	–	–	0.05%	371
2014 Q3	$193K	Hold	5,600	–	–	0.05%	366
2014 Q2	$195K	Hold	5,600	–	–	0.05%	373
2014 Q1	$198K	Hold	5,600	–	–	0.05%	368
2013 Q4	$196K	Sell	5,600 -2,600	-32%	-$85.1K	0.05%	369
2013 Q3	$250K	Hold	8,200	–	–	0.06%	314
2013 Q2	$241K	Buy	+8,200	New	+$228K	0.07%	295

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

E. Ohman J:or Asset Management's UNM Position: Q2 2020 in Review

E. Ohman J:or Asset Management sold out of Unum (UNM) in Q2 2020, closing a stake of 7,000 shares — an estimated $105K sold.

E. Ohman J:or Asset Management first reported a position in UNM in Q2 2013 and held it in 28 quarters. The position peaked at $329K in Q4 2017. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

E. Ohman J:or Asset Management reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
E. Ohman J:or Asset Management sold 7,000 Unum shares in Q2 2020, an estimated $105K.
E. Ohman J:or Asset Management first reported a position in Unum in Q2 2013 and held it in 28 quarters.
E. Ohman J:or Asset Management's Unum position peaked at $329K in Q4 2017.
411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2020, filed 5 Apr 2024.