Lord, Abbett & Co
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Lord, Abbett & Co’s Unum UNM Stock Holding History

Lord, Abbett & Co’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
-701,100
Closed -$20.6M – 792
2018
Q4 		$20.6M Sell
701,100
-229,100
-25% -$8.02M 0.08% 380
2018
Q3 		$36.3M Sell
930,200
-74,800
-7% -$2.79M 0.1% 338
2018
Q2 		$37.2M Buy
1,005,000
+475,400
+90% +$19.8M 0.11% 299
2018
Q1 		$25.2M Buy
+529,600
New +$27.7M 0.07% 401
2016
Q4 		– Sell
-818,300
Closed -$28.9M – 962
2016
Q3 		$28.9M Sell
818,300
-97,900
-11% -$3.31M 0.09% 359
2016
Q2 		$29.1M Sell
916,200
-10,800
-1% -$365K 0.09% 339
2016
Q1 		$28.7M Buy
+927,000
New +$27.2M 0.09% 333

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
State Street
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 $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lord, Abbett & Co's UNM Position: Q1 2019 in Review

Lord, Abbett & Co sold out of Unum (UNM) in Q1 2019, closing a stake of 701,100 shares — an estimated $20.6M sold.

Lord, Abbett & Co first reported a position in UNM in Q1 2016 and held it in 7 quarters. The position peaked at $37.2M in Q2 2018. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

  • Lord, Abbett & Co reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
  • Lord, Abbett & Co sold 701,100 Unum shares in Q1 2019, an estimated $20.6M.
  • Lord, Abbett & Co first reported a position in Unum in Q1 2016 and held it in 7 quarters.
  • Lord, Abbett & Co's Unum position peaked at $37.2M in Q2 2018.
  • 512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on Lord, Abbett & Co's 13F filing for Q1 2019, filed 15 May 2019.