IFS
UNM icon

Ifrah Financial Services’s Unum UNM Stock Holding History

Ifrah Financial Services’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
-6,745
Closed -$321K – 215
2018
Q1 		$321K Buy
6,745
+33
+0.5% +$1.72K 0.12% 143
2017
Q4 		$368K Buy
6,712
+312
+5% +$16.7K 0.13% 138
2017
Q3 		$327K Buy
6,400
+101
+2% +$4.93K 0.12% 150
2017
Q2 		$294K Buy
6,299
+1,618
+35% +$74.4K 0.12% 151
2017
Q1 		$219K Sell
4,681
-166
-3% -$7.77K 0.09% 172
2016
Q4 		$213K Buy
+4,847
New +$194K 0.09% 179
2016
Q3 		– Sell
-7,413
Closed -$236K – 222
2016
Q2 		$236K Buy
7,413
+76
+1% +$2.57K 0.09% 165
2016
Q1 		$227K Sell
7,337
-70
-0.9% -$2.05K 0.09% 163
2015
Q4 		$247K Sell
7,407
-117
-2% -$4.04K 0.1% 155
2015
Q3 		$241K Buy
7,524
+7
+0.1% +$241 0.1% 159
2015
Q2 		$269K Sell
7,517
-68
-0.9% -$2.38K 0.1% 154
2015
Q1 		$256K Buy
7,585
+30
+0.4% +$995 0.1% 167
2014
Q4 		$264K Sell
7,555
-232
-3% -$7.83K 0.1% 158
2014
Q3 		$268K Buy
+7,787
New +$274K 0.1% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ifrah Financial Services's UNM Position: Q2 2018 in Review

Ifrah Financial Services sold out of Unum (UNM) in Q2 2018, closing a stake of 6,745 shares — an estimated $321K sold.

Ifrah Financial Services first reported a position in UNM in Q3 2014 and held it in 14 quarters. The position peaked at $368K in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Ifrah Financial Services reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Ifrah Financial Services sold 6,745 Unum shares in Q2 2018, an estimated $321K.
  • Ifrah Financial Services first reported a position in Unum in Q3 2014 and held it in 14 quarters.
  • Ifrah Financial Services's Unum position peaked at $368K in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Ifrah Financial Services's 13F filing for Q2 2018, filed 1 Aug 2018.