Horan Securities’s Unum UNM Stock Holding History

Horan Securities’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	-178	Closed	-$3K	–	440
2020 Q3	$3K	Buy	+178	New	+$3.17K	﹤0.01%	301
2020 Q2	–	Sell	-15	Closed	–	–	376
2020 Q1	$0	Buy	+15	New	+$361	﹤0.01%	288

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

Horan Securities's UNM Position: Q4 2020 in Review

Horan Securities sold out of Unum (UNM) in Q4 2020, closing a stake of 178 shares — an estimated $3K sold.

Horan Securities first reported a position in UNM in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

Horan Securities reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
Horan Securities sold 178 Unum shares in Q4 2020, an estimated $3K.
Horan Securities first reported a position in Unum in Q1 2020 and held it in 2 quarters.
Horan Securities's Unum position peaked at $3K in Q3 2020.
444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on Horan Securities's 13F filing for Q4 2020, filed 5 Feb 2021.