FC
UNM icon

Ferris Capital’s Unum UNM Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-22
Closed -$1K – 586
2019
Q1 		$1K Hold
22
– – ﹤0.01% 660
2018
Q4 		$1K Sell
22
-122
-85% -$4.27K ﹤0.01% 646
2018
Q3 		$6K Buy
144
+122
+555% +$4.55K ﹤0.01% 545
2018
Q2 		$1K Hold
22
– – ﹤0.01% 665
2018
Q1 		$1K Buy
+22
New +$1.15K ﹤0.01% 680
2017
Q3 		– Sell
-22
Closed -$1K – 543
2017
Q2 		$1K Buy
+22
New +$1.01K ﹤0.01% 656

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ferris Capital's UNM Position: Q2 2019 in Review

Ferris Capital sold out of Unum (UNM) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

Ferris Capital first reported a position in UNM in Q2 2017 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

  • Ferris Capital reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 22 Unum shares in Q2 2019, an estimated $1K.
  • Ferris Capital first reported a position in Unum in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Unum position peaked at $6K in Q3 2018.
  • 490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.