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H2O AM’s Unum UNM Stock Holding History

H2O AM’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
Q2 		– Sell
-20,648
Closed -$310K – 173
2020
Q1 		$310K Buy
+20,648
New +$497K 0.25% 92

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

H2O AM's UNM Position: Q2 2020 in Review

H2O AM sold out of Unum (UNM) in Q2 2020, closing a stake of 20,648 shares — an estimated $310K sold.

H2O AM first reported a position in UNM in Q1 2020 and held it in 1 quarter. The position peaked at $310K in Q1 2020. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • H2O AM reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • H2O AM sold 20,648 Unum shares in Q2 2020, an estimated $310K.
  • H2O AM first reported a position in Unum in Q1 2020 and held it in 1 quarter.
  • H2O AM's Unum position peaked at $310K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on H2O AM's 13F filing for Q2 2020, filed 13 Aug 2020.