MPM
UNM icon

Meritage Portfolio Management’s Unum UNM Stock Holding History

Meritage Portfolio Management’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
Q2 		– Sell
-89,588
Closed -$1.34M – 225
2020
Q1 		$1.34M Sell
89,588
-1,965
-2% -$47.3K 0.18% 134
2019
Q4 		$2.67M Buy
91,553
+972
+1% +$28.3K 0.23% 149
2019
Q3 		$2.69M Buy
+90,581
New +$2.69M 0.26% 142
2018
Q2 		– Sell
-108,905
Closed -$5.18M – 224
2018
Q1 		$5.18M Sell
108,905
-125
-0.1% -$6.53K 0.5% 81
2017
Q4 		$5.99M Sell
109,030
-1,897
-2% -$102K 0.57% 66
2017
Q3 		$5.67M Buy
110,927
+152
+0.1% +$7.41K 0.56% 75
2017
Q2 		$5.17M Sell
110,775
-1,445
-1% -$66.5K 0.53% 84
2017
Q1 		$5.26M Buy
112,220
+1,430
+1% +$67K 0.55% 79
2016
Q4 		$4.87M Sell
110,790
-4,461
-4% -$178K 0.53% 91
2016
Q3 		$4.07M Buy
+115,251
New +$3.9M 0.45% 115

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 $5.7T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return