FormulaFolio Investments’s Unum UNM Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-41,229	Closed	-$946K	–	790
2020 Q4	$946K	Buy	+41,229	New	+$852K	0.02%	326
2017 Q2	–	Sell	-22,959	Closed	-$1.08M	–	249
2017 Q1	$1.08M	Buy	22,959 +656	+3%	+$30.7K	0.12%	59
2016 Q4	$980K	Buy	+22,303	New	+$892K	0.13%	47
2016 Q2	–	Sell	-39,435	Closed	-$1.22M	–	144
2016 Q1	$1.22M	Buy	+39,435	New	+$1.16M	0.21%	40
2015 Q3	–	Sell	-28,551	Closed	-$1.02M	–	127
2015 Q2	$1.02M	Buy	+28,551	New	+$998K	0.28%	38

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's UNM Position: Q1 2021 in Review

FormulaFolio Investments sold out of Unum (UNM) in Q1 2021, closing a stake of 41,229 shares — an estimated $946K sold.

FormulaFolio Investments first reported a position in UNM in Q2 2015 and held it in 5 quarters. The position peaked at $1.22M in Q1 2016. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

FormulaFolio Investments reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 41,229 Unum shares in Q1 2021, an estimated $946K.
FormulaFolio Investments first reported a position in Unum in Q2 2015 and held it in 5 quarters.
FormulaFolio Investments's Unum position peaked at $1.22M in Q1 2016.
459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.