Loring Wolcott & Coolidge Fiduciary Advisors’s Unum UNM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-825	Closed	-$19K	–	681
2020 Q4	$19K	Hold	825	–	–	﹤0.01%	513
2020 Q3	$14K	Hold	825	–	–	﹤0.01%	497
2020 Q2	$14K	Hold	825	–	–	﹤0.01%	482
2020 Q1	$12K	Hold	825	–	–	﹤0.01%	528
2019 Q4	$24K	Hold	825	–	–	﹤0.01%	518
2019 Q3	$25K	Hold	825	–	–	﹤0.01%	498
2019 Q2	$28K	Hold	825	–	–	﹤0.01%	479
2019 Q1	$28K	Hold	825	–	–	﹤0.01%	479
2018 Q4	$30K	Buy	+825	New	+$28.9K	﹤0.01%	463
2018 Q3	–	Sell	-19	Closed	–	–	678
2018 Q2	$0	Hold	19	–	–	﹤0.01%	733
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	710
2017 Q4	$1K	Hold	19	–	–	﹤0.01%	717
2017 Q3	$0	Buy	+19	New	+$927	﹤0.01%	903

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UNM Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Unum (UNM) in Q1 2021, closing a stake of 825 shares — an estimated $19K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNM in Q3 2017 and held it in 13 quarters. The position peaked at $30K in Q4 2018. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 825 Unum shares in Q1 2021, an estimated $19K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Unum in Q3 2017 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Unum position peaked at $30K in Q4 2018.
459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.