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Ladenburg Thalmann Financial Services’s Unum UNM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$173K Sell
5,921
-1,517
-20% -$44.1K ﹤0.01% 2619
2019
Q3 		$221K Buy
7,438
+2,172
+41% +$64.5K ﹤0.01% 2387
2019
Q2 		$177K Sell
5,266
-4,158
-44% -$144K ﹤0.01% 2554
2019
Q1 		$325K Buy
9,424
+988
+12% +$34.4K ﹤0.01% 2025
2018
Q4 		$252K Buy
8,436
+3,739
+80% +$131K ﹤0.01% 2061
2018
Q3 		$184K Sell
4,697
-9,215
-66% -$344K ﹤0.01% 2373
2018
Q2 		$663K Hold
13,912
– – 0.01% 1345
2018
Q1 		$663K Sell
13,912
-544
-4% -$28.4K 0.01% 1345
2017
Q4 		$794K Buy
14,456
+416
+3% +$22.3K 0.01% 1220
2017
Q3 		$718K Sell
14,040
-145
-1% -$7.07K 0.01% 1211
2017
Q2 		$661K Buy
14,185
+4,396
+45% +$202K 0.01% 1210
2017
Q1 		$458K Sell
9,789
-400
-4% -$18.7K 0.01% 1364
2016
Q4 		$442K Buy
10,189
+5,316
+109% +$213K 0.01% 1334
2016
Q3 		$174K Sell
4,873
-1
-0% -$34 ﹤0.01% 1855
2016
Q2 		$157K Buy
4,874
+576
+13% +$19.5K ﹤0.01% 1832
2016
Q1 		$133K Sell
4,298
-126
-3% -$3.7K ﹤0.01% 1879
2015
Q4 		$148K Buy
4,424
+285
+7% +$9.83K ﹤0.01% 1790
2015
Q3 		$134K Buy
4,139
+124
+3% +$4.27K ﹤0.01% 1780
2015
Q2 		$143K Sell
4,015
-148
-4% -$5.18K ﹤0.01% 1841
2015
Q1 		$140K Buy
4,163
+557
+15% +$18.5K ﹤0.01% 1834
2014
Q4 		$123K Buy
3,606
+302
+9% +$10.2K ﹤0.01% 1765
2014
Q3 		$114K Buy
3,304
+68
+2% +$2.39K ﹤0.01% 1527
2014
Q2 		$112K Buy
3,236
+469
+17% +$16K ﹤0.01% 1534
2014
Q1 		$98K Buy
2,767
+275
+11% +$9.39K ﹤0.01% 1516
2013
Q4 		$86K Buy
2,492
+235
+10% +$7.7K ﹤0.01% 1559
2013
Q3 		$71K Buy
2,257
+294
+15% +$9.03K ﹤0.01% 1595
2013
Q2 		$61K Buy
+1,963
New +$54.7K ﹤0.01% 1595

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UNM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Unum (UNM) stake by 20% in Q4 2019, selling an estimated $44.1K and leaving 5,921 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Ladenburg Thalmann Financial Services first reported a position in UNM in Q2 2013 and has held it in 27 quarters since. The position peaked at $794K in Q4 2017. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,921 shares of Unum worth $173K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,517 Unum shares in Q4 2019, an estimated $44.1K.
  • Unum made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2619 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Unum in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Unum position peaked at $794K in Q4 2017.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.