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Lombard Odier Asset Management (Switzerland)’s Unum UNM Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q3 		– Sell
-7,766
Closed -$221K – 463
2021
Q2 		$221K Buy
+7,766
New +$228K 0.01% 480
2018
Q4 		– Sell
-35,090
Closed -$1.37M – 388
2018
Q3 		$1.37M Buy
35,090
+3,174
+10% +$118K 0.14% 139
2018
Q2 		$1.18M Buy
31,916
+10,491
+49% +$438K 0.12% 157
2018
Q1 		$1.02M Sell
21,425
-21,729
-50% -$1.14M 0.11% 176
2017
Q4 		$2.37M Sell
43,154
-2,970
-6% -$159K 0.23% 100
2017
Q3 		$2.36M Buy
46,124
+8,733
+23% +$426K 0.23% 90
2017
Q2 		$1.74M Buy
37,391
+689
+2% +$31.7K 0.2% 109
2017
Q1 		$1.72M Buy
+36,702
New +$1.72M 0.19% 116
2016
Q3 		– Sell
-22,393
Closed -$712K – 267
2016
Q2 		$712K Sell
22,393
-6,077
-21% -$205K 0.1% 165
2016
Q1 		$880K Buy
28,470
+9,406
+49% +$276K 0.1% 153
2015
Q4 		$635K Buy
+19,064
New +$657K 0.08% 160
2015
Q3 		– Sell
-27,236
Closed -$974K – 407
2015
Q2 		$974K Buy
27,236
+12,561
+86% +$439K 0.07% 138
2015
Q1 		$499K Buy
+14,675
New +$487K 0.06% 306
2014
Q4 		– Sell
-21,600
Closed -$746K – 684
2014
Q3 		$746K Buy
+21,600
New +$759K 0.02% 604

Other funds holding UNM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s UNM Position: Q3 2021 in Review

Lombard Odier Asset Management (Switzerland) sold out of Unum (UNM) in Q3 2021, closing a stake of 7,766 shares — an estimated $221K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in UNM in Q3 2014 and held it in 14 quarters. The position peaked at $2.37M in Q4 2017. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 7,766 Unum shares in Q3 2021, an estimated $221K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Unum in Q3 2014 and held it in 14 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Unum position peaked at $2.37M in Q4 2017.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2021, filed 12 Nov 2021.