Meritage Portfolio Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-89,588
| Closed | -$1.35M | – | 225 |
|
|
2020
Q1 | $1.35M | Sell |
89,588
-1,965
| -2% | -$29.5K | 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 | -$5.19M | – | 224 |
|
|
2018
Q1 | $5.19M | Sell |
108,905
-125
| -0.1% | -$5.95K | 0.5% | 81 |
|
|
2017
Q4 | $5.99M | Sell |
109,030
-1,897
| -2% | -$104K | 0.57% | 66 |
|
|
2017
Q3 | $5.67M | Buy |
110,927
+152
| +0.1% | +$7.77K | 0.56% | 75 |
|
|
2017
Q2 | $5.17M | Sell |
110,775
-1,445
| -1% | -$67.4K | 0.53% | 84 |
|
|
2017
Q1 | $5.26M | Buy |
112,220
+1,430
| +1% | +$67.1K | 0.55% | 79 |
|
|
2016
Q4 | $4.87M | Sell |
110,790
-4,461
| -4% | -$196K | 0.53% | 91 |
|
|
2016
Q3 | $4.07M | Buy |
+115,251
| New | +$4.07M | 0.45% | 115 |
|