Laffer Tengler Investments’s Unum UNM Stock Holding History

Laffer Tengler Investments’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 Q2	–	Sell	-40,512	Closed	-$1.37M	–	178
2019 Q1	$1.37M	Hold	40,512	–	–	0.37%	128
2018 Q4	$1.19M	Hold	40,512	–	–	0.35%	128
2018 Q3	$1.58M	Hold	40,512	–	–	0.39%	133
2018 Q2	$1.5M	Hold	40,512	–	–	0.38%	135
2018 Q1	$1.93M	Buy	+40,512	New	+$2.12M	0.48%	127
2016 Q4	–	Sell	-29,825	Closed	-$1.05M	–	284
2016 Q3	$1.05M	Hold	29,825	–	–	0.29%	141
2016 Q2	$948K	Buy	+29,825	New	+$1.01M	0.27%	157
2015 Q2	–	Sell	-65,399	Closed	-$2.21M	–	254
2015 Q1	$2.21M	Buy	+65,399	New	+$2.17M	0.31%	117
2014 Q4	–	Sell	-65,399	Closed	-$2.21M	–	117
2014 Q3	$2.25M	Hold	65,399	–	–	0.33%	106
2014 Q2	$2.27M	Sell	65,399 -5,019	-7%	-$171K	0.35%	107
2014 Q1	$2.49M	Hold	70,418	–	–	0.4%	94
2013 Q4	$2.47M	Buy	+70,418	New	+$2.31M	0.41%	80
2013 Q3	–	Hold	0	–	–	–	103

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laffer Tengler Investments's UNM Position: Q2 2019 in Review

Laffer Tengler Investments sold out of Unum (UNM) in Q2 2019, closing a stake of 40,512 shares — an estimated $1.37M sold.

Laffer Tengler Investments first reported a position in UNM in Q4 2013 and held it in 12 quarters. The position peaked at $2.49M in Q1 2014. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Laffer Tengler Investments reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Laffer Tengler Investments sold 40,512 Unum shares in Q2 2019, an estimated $1.37M.
Laffer Tengler Investments first reported a position in Unum in Q4 2013 and held it in 12 quarters.
Laffer Tengler Investments's Unum position peaked at $2.49M in Q1 2014.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.