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UNM icon

Inspire Investing’s Unum UNM Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-16,200
Closed -$460K – 932
2021
Q2 		$460K Buy
16,200
+662
+4% +$19.5K 0.06% 367
2021
Q1 		$432K Sell
15,538
-2,139
-12% -$55.5K 0.07% 363
2020
Q4 		$406K Sell
17,677
-3,144
-15% -$65K 0.09% 268
2020
Q3 		$350K Sell
20,821
-3,805
-15% -$67.7K 0.1% 220
2020
Q2 		$409K Buy
24,626
+940
+4% +$14.8K 0.14% 117
2020
Q1 		$356K Buy
23,686
+4,876
+26% +$117K 0.14% 177
2019
Q4 		$548K Buy
18,810
+3,404
+22% +$99K 0.2% 183
2019
Q3 		$458K Buy
15,406
+145
+1% +$4.31K 0.17% 186
2019
Q2 		$512K Buy
15,261
+1,790
+13% +$62K 0.22% 151
2019
Q1 		$456K Buy
13,471
+4,184
+45% +$146K 0.21% 172
2018
Q4 		$273K Buy
9,287
+1,672
+22% +$58.5K 0.18% 158
2018
Q3 		$298K Buy
7,615
+475
+7% +$17.7K 0.18% 169
2018
Q2 		$264K Buy
7,140
+2,160
+43% +$90.1K 0.19% 180
2018
Q1 		$237K Buy
4,980
+1,686
+51% +$88.1K 0.24% 157
2017
Q4 		$181K Buy
+3,294
New +$177K 0.15% 121

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Inspire Investing's UNM Position: Q3 2021 in Review

Inspire Investing sold out of Unum (UNM) in Q3 2021, closing a stake of 16,200 shares — an estimated $460K sold.

Inspire Investing first reported a position in UNM in Q4 2017 and held it in 15 quarters. The position peaked at $548K in Q4 2019. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • Inspire Investing reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 16,200 Unum shares in Q3 2021, an estimated $460K.
  • Inspire Investing first reported a position in Unum in Q4 2017 and held it in 15 quarters.
  • Inspire Investing's Unum position peaked at $548K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.