Ken Fisher
UNM icon

Ken Fisher’s Unum UNM Stock Holding History

Ken Fisher’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
-159,683
Closed -$4.69M – 859
2018
Q4 		$4.69M Buy
159,683
+15,731
+11% +$551K 0.01% 419
2018
Q3 		$5.62M Sell
143,952
-13,295
-8% -$496K 0.01% 409
2018
Q2 		$5.82M Sell
157,247
-3,436
-2% -$143K 0.01% 411
2018
Q1 		$7.65M Sell
160,683
-2,695
-2% -$141K 0.01% 370
2017
Q4 		$8.97M Sell
163,378
-4,200
-3% -$225K 0.01% 347
2017
Q3 		$8.57M Sell
167,578
-1,490
-0.9% -$72.7K 0.01% 339
2017
Q2 		$7.88M Sell
169,068
-6,334
-4% -$291K 0.01% 340
2017
Q1 		$8.22M Sell
175,402
-17,226
-9% -$807K 0.01% 312
2016
Q4 		$8.46M Sell
192,628
-14,112
-7% -$565K 0.01% 309
2016
Q3 		$7.3M Sell
206,740
-40,809
-16% -$1.38M 0.01% 322
2016
Q2 		$7.75M Sell
247,549
-16,316
-6% -$552K 0.01% 310
2016
Q1 		$8.53M Sell
263,865
-9,919
-4% -$291K 0.02% 303
2015
Q4 		$9.11M Sell
273,784
-4,541
-2% -$157K 0.02% 309
2015
Q3 		$8.93M Buy
278,325
+24,700
+10% +$851K 0.02% 298
2015
Q2 		$9.07M Sell
253,625
-3,975
-2% -$139K 0.02% 297
2015
Q1 		$8.69M Buy
257,600
+1,175
+0.5% +$39K 0.02% 299
2014
Q4 		$8.94M Buy
256,425
+2,589
+1% +$87.4K 0.02% 296
2014
Q3 		$8.73M Buy
253,836
+17,785
+8% +$625K 0.02% 289
2014
Q2 		$8.21M Sell
236,051
-31,934
-12% -$1.09M 0.02% 288
2014
Q1 		$9.46M Sell
267,985
-10,190
-4% -$348K 0.02% 269
2013
Q4 		$9.76M Sell
278,175
-6,900
-2% -$226K 0.02% 268
2013
Q3 		$8.68M Buy
285,075
+13,150
+5% +$404K 0.02% 268
2013
Q2 		$7.99M Buy
+271,925
New +$7.57M 0.02% 262

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ken Fisher's UNM Position: Q1 2019 in Review

Ken Fisher sold out of Unum (UNM) in Q1 2019, closing a stake of 159,683 shares — an estimated $4.69M sold.

Ken Fisher first reported a position in UNM in Q2 2013 and held it in 23 quarters. The position peaked at $9.76M in Q4 2013. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

  • Ken Fisher reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
  • Ken Fisher sold 159,683 Unum shares in Q1 2019, an estimated $4.69M.
  • Ken Fisher first reported a position in Unum in Q2 2013 and held it in 23 quarters.
  • Ken Fisher's Unum position peaked at $9.76M in Q4 2013.
  • 512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on Fisher Asset Management's 13F filing for Q1 2019, filed 22 Apr 2019.