FANJ
UNM icon

Financial Architects (New Jersey)’s Unum UNM Stock Holding History

Financial Architects (New Jersey)’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
-451
Closed -$15K – 1501
2019
Q1 		$15K Sell
451
-4
-0.9% -$139 ﹤0.01% 993
2018
Q4 		$13K Sell
455
-114
-20% -$3.99K ﹤0.01% 938
2018
Q3 		$22K Sell
569
-14
-2% -$522 ﹤0.01% 897
2018
Q2 		$22K Sell
583
-7
-1% -$292 ﹤0.01% 787
2018
Q1 		$28K Sell
590
-39
-6% -$2.04K 0.01% 806
2017
Q4 		$35K Hold
629
– – 0.01% 788
2017
Q3 		$32K Sell
629
-67
-10% -$3.27K 0.01% 827
2017
Q2 		$32K Buy
696
+77
+12% +$3.54K 0.01% 827
2017
Q1 		$29K Sell
619
-77
-11% -$3.61K 0.01% 837
2016
Q4 		$31K Sell
696
-240
-26% -$9.6K 0.01% 714
2016
Q3 		$33K Hold
936
– – 0.01% 698
2016
Q2 		$30K Buy
+936
New +$31.7K 0.01% 670

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return