JOYN Advisors’s Unum UNM Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-507	Closed	-$15K	–	1337
2018 Q4	$15K	Sell	507 -434	-46%	-$15.2K	﹤0.01%	803
2018 Q3	$37K	Sell	941 -238	-20%	-$8.88K	0.01%	482
2018 Q2	$44K	Sell	1,179 -550	-32%	-$22.9K	0.01%	438
2018 Q1	$82K	Buy	+1,729	New	+$90.3K	0.02%	341

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JOYN Advisors's UNM Position: Q1 2019 in Review

JOYN Advisors sold out of Unum (UNM) in Q1 2019, closing a stake of 507 shares — an estimated $15K sold.

JOYN Advisors first reported a position in UNM in Q1 2018 and held it in 4 quarters. The position peaked at $82K in Q1 2018. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

JOYN Advisors reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 507 Unum shares in Q1 2019, an estimated $15K.
JOYN Advisors first reported a position in Unum in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Unum position peaked at $82K in Q1 2018.
512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.