Globeflex Capital’s Unum UNM Stock Holding History

Globeflex Capital’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
2020 Q4	–	Sell	-7,447	Closed	-$125K	–	516
2020 Q3	$125K	Sell	7,447 -9,797	-57%	-$174K	0.03%	389
2020 Q2	$286K	Buy	+17,244	New	+$272K	0.07%	355

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

DSC

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

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

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

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

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

Globeflex Capital's UNM Position: Q4 2020 in Review

Globeflex Capital sold out of Unum (UNM) in Q4 2020, closing a stake of 7,447 shares — an estimated $125K sold.

Globeflex Capital first reported a position in UNM in Q2 2020 and held it in 2 quarters. The position peaked at $286K in Q2 2020. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

Globeflex Capital reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
Globeflex Capital sold 7,447 Unum shares in Q4 2020, an estimated $125K.
Globeflex Capital first reported a position in Unum in Q2 2020 and held it in 2 quarters.
Globeflex Capital's Unum position peaked at $286K in Q2 2020.
444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on Globeflex Capital's 13F filing for Q4 2020, filed 11 Feb 2021.