IA
UNM icon

Icon Advisers’s Unum UNM Stock Holding History

Icon Advisers’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
2017
Q3 		– Sell
-10,200
Closed -$476K – 420
2017
Q2 		$476K Hold
10,200
– – 0.03% 339
2017
Q1 		$478K Sell
10,200
-11,200
-52% -$525K 0.03% 345
2016
Q4 		$940K Hold
21,400
– – 0.06% 287
2016
Q3 		$756K Hold
21,400
– – 0.05% 333
2016
Q2 		$680K Hold
21,400
– – 0.05% 291
2016
Q1 		$662K Hold
21,400
– – 0.05% 264
2015
Q4 		$712K Hold
21,400
– – 0.05% 281
2015
Q3 		$687K Hold
21,400
– – 0.05% 265
2015
Q2 		$765K Buy
+21,400
New +$748K 0.05% 251

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return