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Mechanics Bank - Trust Department’s Unum UNM Stock Holding History

Mechanics Bank - Trust Department’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
Q4 		– Sell
-1,000
Closed -$30K – 213
2019
Q3 		$30K Buy
+1,000
New +$29.7K 0.01% 203

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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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mechanics Bank - Trust Department's UNM Position: Q4 2019 in Review

Mechanics Bank - Trust Department sold out of Unum (UNM) in Q4 2019, closing a stake of 1,000 shares — an estimated $30K sold.

Mechanics Bank - Trust Department first reported a position in UNM in Q3 2019 and held it in 1 quarter. The position peaked at $30K in Q3 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Mechanics Bank - Trust Department reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 1,000 Unum shares in Q4 2019, an estimated $30K.
  • Mechanics Bank - Trust Department first reported a position in Unum in Q3 2019 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Unum position peaked at $30K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2019, filed 23 Jan 2020.