IRF
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IBM Retirement Fund’s Unum UNM Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-4,907
Closed -$234K – 522
2018
Q1 		$234K Buy
+4,907
New +$256K 0.04% 459
2017
Q1 		– Sell
-18,951
Closed -$833K – 721
2016
Q4 		$833K Sell
18,951
-3,380
-15% -$135K 0.04% 398
2016
Q3 		$789K Sell
22,331
-1,723
-7% -$58.3K 0.04% 464
2016
Q2 		$765K Sell
24,054
-1,069
-4% -$36.1K 0.03% 499
2016
Q1 		$777K Sell
25,123
-35,604
-59% -$1.04M 0.03% 491
2015
Q4 		$2.02M Buy
60,727
+7,414
+14% +$256K 0.04% 487
2015
Q3 		$1.71M Sell
53,313
-7,777
-13% -$268K 0.04% 466
2015
Q2 		$2.18M Sell
61,090
-3,215
-5% -$112K 0.04% 457
2015
Q1 		$2.17M Sell
64,305
-82
-0.1% -$2.72K 0.04% 463
2014
Q4 		$2.25M Buy
64,387
+2,902
+5% +$98K 0.04% 445
2014
Q3 		$2.14M Sell
61,485
-5,140
-8% -$181K 0.04% 438
2014
Q2 		$2.3M Sell
66,625
-2,280
-3% -$77.8K 0.04% 434
2014
Q1 		$2.43M Sell
68,905
-37,528
-35% -$1.28M 0.05% 404
2013
Q4 		$3.73M Sell
106,433
-4,384
-4% -$144K 0.05% 399
2013
Q3 		$3.37M Sell
110,817
-16,133
-13% -$496K 0.05% 429
2013
Q2 		$3.73M Buy
+126,950
New +$3.54M 0.05% 418

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return