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Koch Industries’s Unum UNM Stock Holding History

Koch Industries’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
-22,033
Closed -$1.05M – 620
2018
Q1 		$1.05M Buy
22,033
+12,940
+142% +$676K 0.11% 111
2017
Q4 		$499K Buy
9,093
+4,678
+106% +$251K 0.07% 235
2017
Q3 		$226K Sell
4,415
-67
-1% -$3.27K 0.05% 391
2017
Q2 		$209K Buy
+4,482
New +$206K 0.06% 410

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 $3.38T AUM 44.17% 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

Koch Industries's UNM Position: Q2 2018 in Review

Koch Industries sold out of Unum (UNM) in Q2 2018, closing a stake of 22,033 shares — an estimated $1.05M sold.

Koch Industries first reported a position in UNM in Q2 2017 and held it in 4 quarters. The position peaked at $1.05M in Q1 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Koch Industries reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 22,033 Unum shares in Q2 2018, an estimated $1.05M.
  • Koch Industries first reported a position in Unum in Q2 2017 and held it in 4 quarters.
  • Koch Industries's Unum position peaked at $1.05M in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.