Fuller & Thaler Asset Management’s Unum UNM Stock Holding History

Fuller & Thaler Asset 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 Q3	–	Sell	-2,000	Closed	-$74K	–	722
2018 Q2	$74K	Hold	2,000	–	–	﹤0.01%	634
2018 Q1	$95K	Buy	2,000 +400	+25%	+$20.9K	﹤0.01%	528
2017 Q4	$88K	Hold	1,600	–	–	﹤0.01%	543
2017 Q3	$82K	Buy	+1,600	New	+$78K	﹤0.01%	504
2016 Q4	–	Sell	-1,300	Closed	-$46K	–	785
2016 Q3	$46K	Sell	1,300 -2,000	-61%	-$67.7K	﹤0.01%	612
2016 Q2	$105K	Hold	3,300	–	–	﹤0.01%	468
2016 Q1	$102K	Buy	+3,300	New	+$96.8K	﹤0.01%	429
2015 Q3	–	Sell	-2,300	Closed	-$82K	–	765
2015 Q2	$82K	Buy	+2,300	New	+$80.4K	﹤0.01%	521
2015 Q1	–	Sell	-1,200	Closed	-$42K	–	714
2014 Q4	$42K	Sell	1,200 -1,100	-48%	-$37.1K	﹤0.01%	579
2014 Q3	$79K	Hold	2,300	–	–	﹤0.01%	574
2014 Q2	$80K	Sell	2,300 -3,500	-60%	-$120K	﹤0.01%	614
2014 Q1	$205K	Buy	5,800 +1,700	+41%	+$58K	0.01%	434
2013 Q4	$144K	Hold	4,100	–	–	0.01%	453
2013 Q3	$125K	Buy	4,100 +400	+11%	+$12.3K	0.01%	467
2013 Q2	$109K	Buy	+3,700	New	+$103K	0.01%	466

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management's UNM Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of Unum (UNM) in Q3 2018, closing a stake of 2,000 shares — an estimated $74K sold.

Fuller & Thaler Asset Management first reported a position in UNM in Q2 2013 and held it in 15 quarters. The position peaked at $205K in Q1 2014. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

Fuller & Thaler Asset Management reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
Fuller & Thaler Asset Management sold 2,000 Unum shares in Q3 2018, an estimated $74K.
Fuller & Thaler Asset Management first reported a position in Unum in Q2 2013 and held it in 15 quarters.
Fuller & Thaler Asset Management's Unum position peaked at $205K in Q1 2014.
513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.