HJA
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Hugh Johnson Advisors’s Unum UNM Stock Holding History

Hugh Johnson Advisors’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
Q4 		– Sell
-50,656
Closed -$1.98M – 93
2018
Q3 		$1.98M Buy
50,656
+213
+0.4% +$7.95K 0.55% 45
2018
Q2 		$1.87M Buy
50,443
+974
+2% +$40.6K 0.54% 46
2018
Q1 		$2.35M Sell
49,469
-460
-0.9% -$24K 0.7% 42
2017
Q4 		$2.74M Sell
49,929
-111
-0.2% -$5.96K 0.8% 41
2017
Q3 		$2.56M Buy
50,040
+330
+0.7% +$16.1K 0.77% 43
2017
Q2 		$2.32M Sell
49,710
-625
-1% -$28.7K 0.74% 44
2017
Q1 		$2.36M Buy
50,335
+127
+0.3% +$5.95K 0.77% 47
2016
Q4 		$2.21M Buy
50,208
+892
+2% +$35.7K 0.76% 46
2016
Q3 		$1.74M Sell
49,316
-333
-0.7% -$11.3K 0.64% 52
2016
Q2 		$1.58M Buy
49,649
+1,679
+4% +$56.8K 0.61% 50
2016
Q1 		$1.48M Buy
47,970
+227
+0.5% +$6.66K 0.58% 53
2015
Q4 		$1.59M Sell
47,743
-11,394
-19% -$393K 0.61% 54
2015
Q3 		$1.9M Buy
59,137
+1,962
+3% +$67.6K 0.77% 51
2015
Q2 		$2.04M Buy
+57,175
New +$2M 0.72% 50

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hugh Johnson Advisors's UNM Position: Q4 2018 in Review

Hugh Johnson Advisors sold out of Unum (UNM) in Q4 2018, closing a stake of 50,656 shares — an estimated $1.98M sold.

Hugh Johnson Advisors first reported a position in UNM in Q2 2015 and held it in 14 quarters. The position peaked at $2.74M in Q4 2017. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Hugh Johnson Advisors reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Hugh Johnson Advisors sold 50,656 Unum shares in Q4 2018, an estimated $1.98M.
  • Hugh Johnson Advisors first reported a position in Unum in Q2 2015 and held it in 14 quarters.
  • Hugh Johnson Advisors's Unum position peaked at $2.74M in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Hugh Johnson Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.