Enterprise Financial Services Corp (EFSC)’s Unum UNM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-96	Closed	-$3K	–	1172
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	1082
2021 Q1	$3K	Hold	96	–	–	﹤0.01%	1090
2020 Q4	$2K	Hold	96	–	–	﹤0.01%	1127
2020 Q3	$2K	Hold	96	–	–	﹤0.01%	1113
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	1112
2020 Q1	$1K	Sell	96 -10	-9%	-$241	﹤0.01%	1226
2019 Q4	$3K	Buy	+106	New	+$3.08K	﹤0.01%	955
2018 Q4	–	Sell	-37	Closed	-$1K	–	1070
2018 Q3	$1K	Sell	37 -80	-68%	-$2.98K	﹤0.01%	1004
2018 Q2	$4K	Buy	+117	New	+$4.88K	﹤0.01%	777
2017 Q2	–	Sell	-70	Closed	-$3K	–	1053
2017 Q1	$3K	Hold	70	–	–	﹤0.01%	884
2016 Q4	$3K	Hold	70	–	–	﹤0.01%	872
2016 Q3	$2K	Hold	70	–	–	﹤0.01%	901
2016 Q2	$2K	Hold	70	–	–	﹤0.01%	879
2016 Q1	$2K	Hold	70	–	–	﹤0.01%	899
2015 Q4	$2K	Hold	70	–	–	﹤0.01%	957
2015 Q3	$2K	Hold	70	–	–	﹤0.01%	933
2015 Q2	$3K	Sell	70 -64	-48%	-$2.24K	﹤0.01%	852
2015 Q1	$5K	Hold	134	–	–	﹤0.01%	826
2014 Q4	$5K	Hold	134	–	–	﹤0.01%	825
2014 Q3	$5K	Hold	134	–	–	﹤0.01%	795
2014 Q2	$5K	Hold	134	–	–	﹤0.01%	830
2014 Q1	$5K	Hold	134	–	–	﹤0.01%	828
2013 Q4	$5K	Hold	134	–	–	﹤0.01%	779
2013 Q3	$4K	Hold	134	–	–	﹤0.01%	824
2013 Q2	$4K	Buy	+134	New	+$3.73K	﹤0.01%	698

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UNM Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Unum (UNM) in Q3 2021, closing a stake of 96 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UNM in Q2 2013 and held it in 25 quarters. The position peaked at $5K in Q1 2015. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 96 Unum shares in Q3 2021, an estimated $3K.
Enterprise Financial Services Corp (EFSC) first reported a position in Unum in Q2 2013 and held it in 25 quarters.
Enterprise Financial Services Corp (EFSC)'s Unum position peaked at $5K in Q1 2015.
458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.