JIM
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Jupiter Investment Management’s Unum UNM Stock Holding History

Jupiter Investment Management’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
-130,363
Closed -$3.8M – 493
2019
Q4 		$3.8M Sell
130,363
-63,750
-33% -$1.85M 0.05% 247
2019
Q3 		$5.77M Buy
194,113
+172,101
+782% +$5.11M 0.07% 230
2019
Q2 		$738K Buy
+22,012
New +$762K 0.01% 266
2018
Q2 		– Sell
-39,500
Closed -$1.88M – 446
2018
Q1 		$1.88M Buy
39,500
+27,700
+235% +$1.45M 0.02% 246
2017
Q4 		$647K Buy
+11,800
New +$633K 0.01% 284
2016
Q4 		– Sell
-367,962
Closed -$13M – 430
2016
Q3 		$13M Sell
367,962
-48,003
-12% -$1.62M 0.23% 92
2016
Q2 		$13.2M Buy
415,965
+232,733
+127% +$7.87M 0.25% 105
2016
Q1 		$5.67M Buy
+183,232
New +$5.38M 0.12% 166
2015
Q2 		– Sell
-242,647
Closed -$8.18M – 375
2015
Q1 		$8.18M Sell
242,647
-185,247
-43% -$6.15M 0.26% 87
2014
Q4 		$14.9M Buy
427,894
+210,589
+97% +$7.11M 0.53% 61
2014
Q3 		$7.47M Buy
217,305
+102,447
+89% +$3.6M 0.37% 77
2014
Q2 		$3.99M Buy
+114,858
New +$3.92M 0.22% 113
2013
Q4 		– Sell
-42,655
Closed -$1.3M – 408
2013
Q3 		$1.3M Buy
42,655
+32,776
+332% +$1.01M 0.12% 199
2013
Q2 		$290K Buy
+9,879
New +$275K 0.03% 209

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jupiter Investment Management's UNM Position: Q1 2020 in Review

Jupiter Investment Management sold out of Unum (UNM) in Q1 2020, closing a stake of 130,363 shares — an estimated $3.8M sold.

Jupiter Investment Management first reported a position in UNM in Q2 2013 and held it in 14 quarters. The position peaked at $14.9M in Q4 2014. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Jupiter Investment Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 130,363 Unum shares in Q1 2020, an estimated $3.8M.
  • Jupiter Investment Management first reported a position in Unum in Q2 2013 and held it in 14 quarters.
  • Jupiter Investment Management's Unum position peaked at $14.9M in Q4 2014.
  • 422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.