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Kore Private Wealth’s Unum UNM Stock Holding History

Kore Private Wealth’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
-11
Closed – – 1202
2019
Q4 		$0 Buy
+11
New +$320 ﹤0.01% 1079

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

Kore Private Wealth's UNM Position: Q1 2020 in Review

Kore Private Wealth sold out of Unum (UNM) in Q1 2020, closing a stake of 11 shares.

Kore Private Wealth first reported a position in UNM in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Kore Private Wealth reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 11 Unum shares in Q1 2020.
  • Kore Private Wealth first reported a position in Unum in Q4 2019 and held it in 1 quarter.
  • Kore Private Wealth's Unum position peaked at $0 in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.