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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $43.1B AUM 23.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return