Ledyard National Bank’s Unum UNM Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-3,566	Closed	-$105K	–	612
2018 Q4	$105K	Hold	3,566	–	–	0.01%	329
2018 Q3	$139K	Hold	3,566	–	–	0.02%	322
2018 Q2	$132K	Hold	3,566	–	–	0.02%	334
2018 Q1	$170K	Sell	3,566 -270	-7%	-$14.1K	0.02%	309
2017 Q4	$211K	Buy	3,836 +215	+6%	+$11.5K	0.03%	295
2017 Q3	$185K	Buy	3,621 +1,945	+116%	+$94.9K	0.02%	296
2017 Q2	$78K	Hold	1,676	–	–	0.01%	361
2017 Q1	$79K	Buy	1,676 +970	+137%	+$45.4K	0.01%	363
2016 Q4	$31K	Hold	706	–	–	0.01%	355
2016 Q3	$25K	Hold	706	–	–	﹤0.01%	382
2016 Q2	$22K	Sell	706 -104	-13%	-$3.52K	﹤0.01%	383
2016 Q1	$25K	Buy	810 +104	+15%	+$3.05K	﹤0.01%	406
2015 Q4	$24K	Hold	706	–	–	﹤0.01%	404
2015 Q3	$23K	Hold	706	–	–	﹤0.01%	394
2015 Q2	$25K	Hold	706	–	–	﹤0.01%	389
2015 Q1	$24K	Hold	706	–	–	﹤0.01%	381
2014 Q4	$25K	Hold	706	–	–	﹤0.01%	384
2014 Q3	$24K	Buy	+706	New	+$24.8K	﹤0.01%	342

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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