MWNA
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Marshall Wace North America’s Unum UNM Stock Holding History

Marshall Wace North America’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
2020
Q3 		– Sell
-15,576
Closed -$258K – 1481
2020
Q2 		$258K Sell
15,576
-12,019
-44% -$190K ﹤0.01% 1029
2020
Q1 		$414K Buy
27,595
+4,718
+21% +$113K ﹤0.01% 796
2019
Q4 		$667K Sell
22,877
-391,503
-94% -$11.4M ﹤0.01% 783
2019
Q3 		$12.3M Buy
414,380
+300,457
+264% +$8.92M 0.07% 228
2019
Q2 		$3.82M Buy
+113,923
New +$3.95M 0.02% 420
2018
Q2 		– Sell
-662,027
Closed -$31.5M – 1705
2018
Q1 		$31.5M Buy
662,027
+118,856
+22% +$6.21M 0.16% 152
2017
Q4 		$29.8M Buy
+543,171
New +$29.2M 0.16% 146

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marshall Wace North America's UNM Position: Q3 2020 in Review

Marshall Wace North America sold out of Unum (UNM) in Q3 2020, closing a stake of 15,576 shares — an estimated $258K sold.

Marshall Wace North America first reported a position in UNM in Q4 2017 and held it in 7 quarters. The position peaked at $31.5M in Q1 2018. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • Marshall Wace North America reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • Marshall Wace North America sold 15,576 Unum shares in Q3 2020, an estimated $258K.
  • Marshall Wace North America first reported a position in Unum in Q4 2017 and held it in 7 quarters.
  • Marshall Wace North America's Unum position peaked at $31.5M in Q1 2018.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Marshall Wace North America's 13F filing for Q3 2020, filed 16 Nov 2020.