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 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 $3.38T AUM 44.17% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

Ledyard National Bank's UNM Position: Q1 2019 in Review

Ledyard National Bank sold out of Unum (UNM) in Q1 2019, closing a stake of 3,566 shares — an estimated $105K sold.

Ledyard National Bank first reported a position in UNM in Q3 2014 and held it in 18 quarters. The position peaked at $211K in Q4 2017. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

Ledyard National Bank reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 3,566 Unum shares in Q1 2019, an estimated $105K.
Ledyard National Bank first reported a position in Unum in Q3 2014 and held it in 18 quarters.
Ledyard National Bank's Unum position peaked at $211K in Q4 2017.
512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.