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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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