FPFS
UNM icon

First Personal Financial Services’s Unum UNM Stock Holding History

First Personal Financial Services’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
-109
Closed -$4K – 808
2019
Q1 		$4K Buy
+109
New +$3.79K ﹤0.01% 627
2018
Q1 		– Sell
-841
Closed -$46K – 1076
2017
Q4 		$46K Hold
841
– – 0.01% 496
2017
Q3 		$43K Hold
841
– – 0.01% 454
2017
Q2 		$39K Hold
841
– – 0.01% 465
2017
Q1 		$39K Hold
841
– – 0.01% 443
2016
Q4 		$37K Hold
841
– – 0.01% 434
2016
Q3 		$30K Hold
841
– – 0.01% 365
2016
Q2 		$27K Buy
+841
New +$28.4K 0.01% 371

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 $5.72T 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 $44.7B AUM 17.24% 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 $432B AUM 30.22% 1-Year Est. Return