EWM
UNM icon

Evercore Wealth Management’s Unum UNM Stock Holding History

Evercore Wealth 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
2016
Q4 		– Sell
-2,066
Closed -$73K – 1096
2016
Q3 		$73K Buy
2,066
+577
+39% +$19.5K ﹤0.01% 532
2016
Q2 		$47K Buy
+1,489
New +$50.4K ﹤0.01% 594
2016
Q1 		– Sell
-2,080
Closed -$69K – 1016
2015
Q4 		$69K Buy
+2,080
New +$71.7K ﹤0.01% 538
2014
Q4 		– Sell
-4,250
Closed -$146K – 978
2014
Q3 		$146K Buy
+4,250
New +$149K 0.01% 452
2013
Q4 		– Sell
-129
Closed -$4K – 988
2013
Q3 		$4K Buy
+129
New +$3.96K ﹤0.01% 911

Other funds holding UNM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return