HI
UNM icon

Human Investing’s Unum UNM Stock Holding History

Human Investing’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
2021
Q2 		– Sell
-1,533
Closed -$43K – 279
2021
Q1 		$43K Sell
1,533
-58,272
-97% -$1.51M 0.01% 164
2020
Q4 		$1.37M Sell
59,805
-32,697
-35% -$676K 0.39% 46
2020
Q3 		$1.56M Sell
92,502
-13,001
-12% -$231K 0.51% 43
2020
Q2 		$1.75M Buy
105,503
+103,966
+6,764% +$1.64M 0.62% 38
2020
Q1 		$23K Sell
1,537
-278
-15% -$6.69K 0.01% 192
2019
Q4 		$53K Sell
1,815
-259
-12% -$7.53K 0.02% 205
2019
Q3 		$62K Sell
2,074
-150
-7% -$4.45K 0.02% 192
2019
Q2 		$75K Sell
2,224
-52
-2% -$1.8K 0.03% 191
2019
Q1 		$77K Sell
2,276
-73
-3% -$2.54K 0.03% 173
2018
Q4 		$69K Buy
+2,349
New +$82.2K 0.03% 186

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Human Investing's UNM Position: Q2 2021 in Review

Human Investing sold out of Unum (UNM) in Q2 2021, closing a stake of 1,533 shares — an estimated $43K sold.

Human Investing first reported a position in UNM in Q4 2018 and held it in 10 quarters. The position peaked at $1.75M in Q2 2020. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • Human Investing reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 1,533 Unum shares in Q2 2021, an estimated $43K.
  • Human Investing first reported a position in Unum in Q4 2018 and held it in 10 quarters.
  • Human Investing's Unum position peaked at $1.75M in Q2 2020.
  • 450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.