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Liberty Mutual Group Asset Management’s Unum UNM Stock Holding History

Liberty Mutual Group Asset Management’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
2018
Q4 		– Sell
-8,842
Closed -$345K – 747
2018
Q3 		$345K Hold
8,842
– – 0.01% 879
2018
Q2 		$327K Sell
8,842
-153
-2% -$6.38K 0.01% 902
2018
Q1 		$428K Hold
8,995
– – 0.01% 787
2017
Q4 		$494K Sell
8,995
-1,074
-11% -$57.7K 0.01% 783
2017
Q3 		$515K Sell
10,069
-4,925
-33% -$240K 0.03% 750
2017
Q2 		$699K Sell
14,994
-520
-3% -$23.9K 0.03% 783
2017
Q1 		$727K Sell
15,514
-3,365
-18% -$158K 0.03% 775
2016
Q4 		$828K Sell
18,879
-771
-4% -$30.8K 0.03% 766
2016
Q3 		$694K Sell
19,650
-1,405
-7% -$47.5K 0.02% 810
2016
Q2 		$671K Buy
21,055
+3,000
+17% +$101K 0.02% 824
2016
Q1 		$558K Buy
18,055
+3,574
+25% +$105K 0.02% 848
2015
Q4 		$482K Sell
14,481
-29,542
-67% -$1.02M 0.02% 866
2015
Q3 		$1.41M Sell
44,023
-1,298
-3% -$44.7K 0.05% 687
2015
Q2 		$1.62M Sell
45,321
-13,402
-23% -$469K 0.06% 614
2015
Q1 		$1.98M Sell
58,723
-60
-0.1% -$1.99K 0.06% 596
2014
Q4 		$2.05M Buy
58,783
+10,350
+21% +$349K 0.06% 517
2014
Q3 		$1.67M Sell
48,433
-2,315
-5% -$81.4K 0.05% 621
2014
Q2 		$1.76M Buy
50,748
+2,922
+6% +$99.8K 0.06% 624
2014
Q1 		$1.69M Buy
47,826
+8,155
+21% +$278K 0.06% 608
2013
Q4 		$1.39M Buy
39,671
+23,709
+149% +$776K 0.05% 596
2013
Q3 		$486K Buy
15,962
+3,187
+25% +$97.9K 0.02% 897
2013
Q2 		$375K Buy
+12,775
New +$356K 0.01% 900

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Mutual Group Asset Management's UNM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Unum (UNM) in Q4 2018, closing a stake of 8,842 shares — an estimated $345K sold.

Liberty Mutual Group Asset Management first reported a position in UNM in Q2 2013 and held it in 22 quarters. The position peaked at $2.05M in Q4 2014. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 8,842 Unum shares in Q4 2018, an estimated $345K.
  • Liberty Mutual Group Asset Management first reported a position in Unum in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Unum position peaked at $2.05M in Q4 2014.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.