KM
UNM icon

Kalos Management’s Unum UNM Stock Holding History

Kalos 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
2018
Q2 		– Sell
-57,800
Closed -$2.75M – 214
2018
Q1 		$2.75M Buy
57,800
+105
+0.2% +$5.49K 1.63% 22
2017
Q4 		$3.16M Sell
57,695
-61
-0.1% -$3.27K 1.49% 18
2017
Q3 		$2.95M Buy
57,756
+1,486
+3% +$72.5K 1.9% 14
2017
Q2 		$2.62M Buy
56,270
+274
+0.5% +$12.6K 2.4% 11
2017
Q1 		$2.63M Buy
55,996
+3,555
+7% +$166K 1.86% 16
2016
Q4 		$2.3M Sell
52,441
-363
-0.7% -$14.5K 1.86% 10
2016
Q3 		$1.86M Buy
52,804
+3,070
+6% +$104K 1.59% 15
2016
Q2 		$1.58M Buy
49,734
+1,318
+3% +$44.6K 1.22% 24
2016
Q1 		$1.61M Buy
48,416
+94
+0.2% +$2.76K 1.34% 21
2015
Q4 		$1.61M Buy
+48,322
New +$1.67M 1.2% 22

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kalos Management's UNM Position: Q2 2018 in Review

Kalos Management sold out of Unum (UNM) in Q2 2018, closing a stake of 57,800 shares — an estimated $2.75M sold.

Kalos Management first reported a position in UNM in Q4 2015 and held it in 10 quarters. The position peaked at $3.16M in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Kalos Management reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Kalos Management sold 57,800 Unum shares in Q2 2018, an estimated $2.75M.
  • Kalos Management first reported a position in Unum in Q4 2015 and held it in 10 quarters.
  • Kalos Management's Unum position peaked at $3.16M in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Kalos Management's 13F filing for Q2 2018, filed 14 Aug 2018.