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Essex Investment Management’s Unum UNM Stock Holding History

Essex Investment 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
2021
Q4 		– Sell
-48,820
Closed -$1.22M – 432
2021
Q3 		$1.22M Hold
48,820
– – 0.15% 202
2021
Q2 		$1.39M Hold
48,820
– – 0.16% 199
2021
Q1 		$1.36M Buy
+48,820
New +$1.27M 0.17% 195

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Essex Investment Management's UNM Position: Q4 2021 in Review

Essex Investment Management sold out of Unum (UNM) in Q4 2021, closing a stake of 48,820 shares — an estimated $1.22M sold.

Essex Investment Management first reported a position in UNM in Q1 2021 and held it in 3 quarters. The position peaked at $1.39M in Q2 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Essex Investment Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Essex Investment Management sold 48,820 Unum shares in Q4 2021, an estimated $1.22M.
  • Essex Investment Management first reported a position in Unum in Q1 2021 and held it in 3 quarters.
  • Essex Investment Management's Unum position peaked at $1.39M in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.