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Itau Unibanco Holding S.A.’s Unum UNM Stock Holding History

Itau Unibanco Holding S.A.’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
2020
Q1 		– Sell
-592
Closed -$17K – 864
2019
Q4 		$17K Buy
+592
New +$17.2K ﹤0.01% 823
2018
Q3 		– Sell
-1,665
Closed -$62K – 791
2018
Q2 		$62K Sell
1,665
-10,606
-86% -$442K 0.01% 602
2018
Q1 		$584K Buy
12,271
+6,467
+111% +$338K ﹤0.01% 196
2017
Q4 		$319K Sell
5,804
-349
-6% -$18.7K 0.02% 212
2017
Q3 		$995K Buy
6,153
+5,513
+861% +$269K 0.07% 172
2017
Q2 		$30K Buy
640
+20
+3% +$920 ﹤0.01% 355
2017
Q1 		$29K Buy
+620
New +$29K ﹤0.01% 324

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Itau Unibanco Holding S.A.'s UNM Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Unum (UNM) in Q1 2020, closing a stake of 592 shares — an estimated $17K sold.

Itau Unibanco Holding S.A. first reported a position in UNM in Q1 2017 and held it in 7 quarters. The position peaked at $995K in Q3 2017. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 592 Unum shares in Q1 2020, an estimated $17K.
  • Itau Unibanco Holding S.A. first reported a position in Unum in Q1 2017 and held it in 7 quarters.
  • Itau Unibanco Holding S.A.'s Unum position peaked at $995K in Q3 2017.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.