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Leuthold Group’s Unum UNM Stock Holding History

Leuthold Group’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
2021
Q4 		– Sell
-10,437
Closed -$262K – 225
2021
Q3 		$262K Sell
10,437
-135,427
-93% -$3.58M 0.03% 173
2021
Q2 		$4.14M Sell
145,864
-1,886
-1% -$55.4K 0.51% 72
2021
Q1 		$4.11M Buy
147,750
+136,764
+1,245% +$3.55M 0.52% 73
2020
Q4 		$252K Buy
+10,986
New +$227K 0.03% 161
2018
Q4 		– Sell
-12,719
Closed -$497K – 205
2018
Q3 		$497K Sell
12,719
-813
-6% -$30.3K 0.05% 161
2018
Q2 		$501K Sell
13,532
-90,234
-87% -$3.76M 0.06% 176
2018
Q1 		$4.94M Sell
103,766
-15,163
-13% -$792K 0.56% 64
2017
Q4 		$6.53M Sell
118,929
-3,229
-3% -$173K 0.65% 55
2017
Q3 		$6.25M Buy
122,158
+2,474
+2% +$121K 0.63% 54
2017
Q2 		$5.58M Sell
119,684
-3,914
-3% -$180K 0.6% 54
2017
Q1 		$5.8M Sell
123,598
-3,414
-3% -$160K 0.62% 50
2016
Q4 		$5.58M Buy
+127,012
New +$5.08M 0.62% 50
2015
Q2 		– Sell
-49,706
Closed -$1.68M – 229
2015
Q1 		$1.68M Sell
49,706
-1,504
-3% -$49.9K 0.16% 158
2014
Q4 		$1.79M Sell
51,210
-7,004
-12% -$236K 0.18% 152
2014
Q3 		$2M Sell
58,214
-508
-0.9% -$17.9K 0.18% 152
2014
Q2 		$2.04M Buy
58,722
+836
+1% +$28.5K 0.17% 157
2014
Q1 		$2.04M Sell
57,886
-3,009
-5% -$103K 0.18% 142
2013
Q4 		$2.14M Sell
60,895
-1,564
-3% -$51.2K 0.19% 140
2013
Q3 		$1.9M Buy
+62,459
New +$1.92M 0.18% 152

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Leuthold Group's UNM Position: Q4 2021 in Review

Leuthold Group sold out of Unum (UNM) in Q4 2021, closing a stake of 10,437 shares — an estimated $262K sold.

Leuthold Group first reported a position in UNM in Q3 2013 and held it in 19 quarters. The position peaked at $6.53M in Q4 2017. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Leuthold Group reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Leuthold Group sold 10,437 Unum shares in Q4 2021, an estimated $262K.
  • Leuthold Group first reported a position in Unum in Q3 2013 and held it in 19 quarters.
  • Leuthold Group's Unum position peaked at $6.53M in Q4 2017.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.