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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

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

LSV Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return