Kaizen Advisory’s Unum UNM Stock Holding History

Kaizen Advisory’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 Q4	$16K	Sell	533 -70	-12%	-$2.45K	0.01%	538
2018 Q3	$24K	Hold	603	–	–	0.01%	500
2018 Q2	$22K	Buy	603 +379	+169%	+$15.8K	0.01%	527
2018 Q1	$11K	Sell	224 -21,407	-99%	-$1.12M	0.01%	469
2017 Q4	$1.19M	Buy	+21,631	New	+$1.16M	0.71%	57

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's UNM Position: Q4 2018 in Review

Kaizen Advisory reduced its Unum (UNM) stake by 12% in Q4 2018, selling an estimated $2.45K and leaving 533 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #538.

Kaizen Advisory first reported a position in UNM in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2017. 493 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

Kaizen Advisory held 533 shares of Unum worth $16K as of Q4 2018.
Kaizen Advisory sold 70 Unum shares in Q4 2018, an estimated $2.45K.
Unum made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #538 holding.
Kaizen Advisory first reported a position in Unum in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Unum position peaked at $1.19M in Q4 2017.
493 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.