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Fiduciary Trust’s Unum UNM Stock Holding History

Fiduciary Trust’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
Q3 		– Sell
-6,038
Closed -$202K – 520
2019
Q2 		$202K Sell
6,038
-3
-0% -$104 0.01% 480
2019
Q1 		$204K Buy
+6,041
New +$210K 0.01% 467
2018
Q4 		– Sell
-6,090
Closed -$238K – 467
2018
Q3 		$238K Sell
6,090
-6
-0.1% -$224 0.01% 433
2018
Q2 		$226K Sell
6,096
-3
-0% -$125 0.01% 430
2018
Q1 		$291K Hold
6,099
– – 0.01% 392
2017
Q4 		$334K Buy
6,099
+9
+0.1% +$483 0.01% 363
2017
Q3 		$312K Hold
6,090
– – 0.01% 376
2017
Q2 		$284K Hold
6,090
– – 0.01% 392
2017
Q1 		$285K Hold
6,090
– – 0.01% 386
2016
Q4 		$268K Hold
6,090
– – 0.01% 398
2016
Q3 		$215K Buy
+6,090
New +$206K 0.01% 423

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
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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Trust's UNM Position: Q3 2019 in Review

Fiduciary Trust sold out of Unum (UNM) in Q3 2019, closing a stake of 6,038 shares — an estimated $202K sold.

Fiduciary Trust first reported a position in UNM in Q3 2016 and held it in 11 quarters. The position peaked at $334K in Q4 2017. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Fiduciary Trust reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
  • Fiduciary Trust sold 6,038 Unum shares in Q3 2019, an estimated $202K.
  • Fiduciary Trust first reported a position in Unum in Q3 2016 and held it in 11 quarters.
  • Fiduciary Trust's Unum position peaked at $334K in Q4 2017.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Fiduciary Trust's 13F filing for Q3 2019, filed 12 Nov 2019.