Guardian Life Insurance’s Unum UNM Stock Holding History

Guardian Life Insurance’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 Q1	–	Sell	-611	Closed	-$18K	–	439
2019 Q4	$18K	Hold	611	–	–	﹤0.01%	491
2019 Q3	$18K	Sell	611 -7	-1%	-$208	﹤0.01%	495
2019 Q2	$21K	Hold	618	–	–	﹤0.01%	486
2019 Q1	$21K	Hold	618	–	–	﹤0.01%	486
2018 Q4	$18K	Hold	618	–	–	﹤0.01%	484
2018 Q3	$24K	Buy	618 +6	+1%	+$224	﹤0.01%	478
2018 Q2	$23K	Buy	612 +89	+17%	+$3.71K	﹤0.01%	472
2018 Q1	$25K	Sell	523 -212	-29%	-$11.1K	﹤0.01%	411
2017 Q4	$40K	Buy	735 +221	+43%	+$11.9K	0.01%	394
2017 Q3	$26K	Hold	514	–	–	﹤0.01%	388
2017 Q2	$24K	Sell	514 -372	-42%	-$17.1K	﹤0.01%	401
2017 Q1	$42K	Sell	886 -4	-0.4%	-$187	0.01%	400
2016 Q4	$39K	Hold	890	–	–	0.01%	412
2016 Q3	$31K	Hold	890	–	–	﹤0.01%	485
2016 Q2	$28K	Sell	890 -11	-1%	-$372	﹤0.01%	507
2016 Q1	$28K	Sell	901 -257	-22%	-$7.54K	﹤0.01%	509
2015 Q4	$39K	Sell	1,158 -285	-20%	-$9.83K	﹤0.01%	482
2015 Q3	$46K	Buy	1,443 +347	+32%	+$12K	﹤0.01%	486
2015 Q2	$39K	Hold	1,096	–	–	﹤0.01%	478
2015 Q1	$37K	Sell	1,096 -341	-24%	-$11.3K	﹤0.01%	497
2014 Q4	$50K	Sell	1,437 -13	-0.9%	-$439	0.01%	484
2014 Q3	$50K	Sell	1,450 -21	-1%	-$738	0.01%	471
2014 Q2	$51K	Hold	1,471	–	–	﹤0.01%	459
2014 Q1	$52K	Sell	1,471 -17	-1%	-$580	﹤0.01%	457
2013 Q4	$52K	Sell	1,488 -1,721	-54%	-$56.4K	﹤0.01%	454
2013 Q3	$98K	Sell	3,209 -38	-1%	-$1.17K	0.01%	461
2013 Q2	$95K	Buy	+3,247	New	+$90.4K	0.01%	454

Other funds holding UNM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Life Insurance's UNM Position: Q1 2020 in Review

Guardian Life Insurance sold out of Unum (UNM) in Q1 2020, closing a stake of 611 shares — an estimated $18K sold.

Guardian Life Insurance first reported a position in UNM in Q2 2013 and held it in 27 quarters. The position peaked at $98K in Q3 2013. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Guardian Life Insurance reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 611 Unum shares in Q1 2020, an estimated $18K.
Guardian Life Insurance first reported a position in Unum in Q2 2013 and held it in 27 quarters.
Guardian Life Insurance's Unum position peaked at $98K in Q3 2013.
421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.