EIM
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ExxonMobil Investment Management’s Unum UNM Stock Holding History

ExxonMobil 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
2018
Q1 		$1.61M Sell
33,873
-1,806
-5% -$94.4K 0.05% 404
2017
Q4 		$1.96M Sell
35,679
-5,534
-13% -$297K 0.05% 373
2017
Q3 		$2.11M Sell
41,213
-2,604
-6% -$127K 0.05% 369
2017
Q2 		$2.04M Sell
43,817
-7,087
-14% -$326K 0.05% 392
2017
Q1 		$2.39M Sell
50,904
-2,824
-5% -$132K 0.05% 381
2016
Q4 		$2.36M Sell
53,728
-6,185
-10% -$247K 0.05% 382
2016
Q3 		$2.12M Sell
59,913
-1,631
-3% -$55.2K 0.04% 424
2016
Q2 		$1.96M Buy
61,544
+3,388
+6% +$115K 0.04% 429
2016
Q1 		$1.8M Buy
58,156
+3,589
+7% +$105K 0.04% 436
2015
Q4 		$1.82M Sell
54,567
-2,061
-4% -$71.1K 0.05% 415
2015
Q3 		$1.82M Buy
56,628
+1,237
+2% +$42.6K 0.05% 411
2015
Q2 		$1.98M Sell
55,391
-5,072
-8% -$177K 0.05% 406
2015
Q1 		$2.04M Buy
60,463
+1,054
+2% +$35K 0.05% 416
2014
Q4 		$2.07M Sell
59,409
-3,028
-5% -$102K 0.05% 405
2014
Q3 		$2.15M Sell
62,437
-3,054
-5% -$107K 0.05% 396
2014
Q2 		$2.28M Sell
65,491
-2,456
-4% -$83.9K 0.05% 392
2014
Q1 		$2.4M Sell
67,947
-36
-0.1% -$1.23K 0.05% 379
2013
Q4 		$2.38M Sell
67,983
-2,097
-3% -$68.7K 0.06% 374
2013
Q3 		$2.13M Sell
70,080
-4,093
-6% -$126K 0.05% 385
2013
Q2 		$2.18M Buy
+74,173
New +$2.07M 0.05% 374

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

ExxonMobil Investment Management's UNM Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Unum (UNM) stake by 5.1% in Q1 2018, selling an estimated $94.4K and leaving 33,873 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #404.

ExxonMobil Investment Management first reported a position in UNM in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.4M in Q1 2014. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • ExxonMobil Investment Management held 33,873 shares of Unum worth $1.61M as of Q1 2018.
  • ExxonMobil Investment Management sold 1,806 Unum shares in Q1 2018, an estimated $94.4K.
  • Unum made up 0.05% of ExxonMobil Investment Management's portfolio in Q1 2018, its #404 holding.
  • ExxonMobil Investment Management first reported a position in Unum in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's Unum position peaked at $2.4M in Q1 2014.
  • 550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.