I
UNM icon

IberiaBank’s Unum UNM Stock Holding History

IberiaBank’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
-45,161
Closed -$678K – 224
2020
Q1 		$678K Buy
45,161
+5,351
+13% +$129K 0.09% 132
2019
Q4 		$1.16M Sell
39,810
-3,655
-8% -$106K 0.12% 117
2019
Q3 		$1.29M Buy
43,465
+5,053
+13% +$150K 0.15% 111
2019
Q2 		$1.29M Buy
38,412
+2,894
+8% +$100K 0.14% 118
2019
Q1 		$1.2M Buy
+35,518
New +$1.24M 0.14% 126

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

IberiaBank's UNM Position: Q2 2020 in Review

IberiaBank sold out of Unum (UNM) in Q2 2020, closing a stake of 45,161 shares — an estimated $678K sold.

IberiaBank first reported a position in UNM in Q1 2019 and held it in 5 quarters. The position peaked at $1.29M in Q3 2019. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • IberiaBank reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • IberiaBank sold 45,161 Unum shares in Q2 2020, an estimated $678K.
  • IberiaBank first reported a position in Unum in Q1 2019 and held it in 5 quarters.
  • IberiaBank's Unum position peaked at $1.29M in Q3 2019.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.