FIM
UNM icon

Foresters Investment Management’s Unum UNM Stock Holding History

Foresters 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 		– Sell
-4,384
Closed -$241K – 562
2017
Q4 		$241K Sell
4,384
-1,951
-31% -$105K ﹤0.01% 470
2017
Q3 		$324K Sell
6,335
-425
-6% -$20.7K 0.01% 419
2017
Q2 		$315K Buy
+6,760
New +$311K 0.01% 419

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $269B AUM 31.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Foresters Investment Management sold out of Unum (UNM) in Q1 2018, closing a stake of 4,384 shares — an estimated $241K sold.

Foresters Investment Management first reported a position in UNM in Q2 2017 and held it in 3 quarters. The position peaked at $324K in Q3 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Foresters Investment Management reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 4,384 Unum shares in Q1 2018, an estimated $241K.
  • Foresters Investment Management first reported a position in Unum in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Unum position peaked at $324K in Q3 2017.
  • 549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.