MIFH
UNM icon

Migdal Insurance & Financial Holdings’s Unum UNM Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q4 		– Sell
-2,340
Closed -$91K – 810
2018
Q3 		$91K Buy
2,340
+1,056
+82% +$39.4K ﹤0.01% 602
2018
Q2 		$48K Buy
1,284
+1,269
+8,460% +$52.9K ﹤0.01% 649
2018
Q1 		$1K Buy
+15
New +$784 ﹤0.01% 681
2017
Q1 		– Sell
-4
Closed – – 495
2016
Q4 		$0 Buy
+4
New +$160 ﹤0.01% 424

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UNM Position: Q4 2018 in Review

Migdal Insurance & Financial Holdings sold out of Unum (UNM) in Q4 2018, closing a stake of 2,340 shares — an estimated $91K sold.

Migdal Insurance & Financial Holdings first reported a position in UNM in Q4 2016 and held it in 4 quarters. The position peaked at $91K in Q3 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,340 Unum shares in Q4 2018, an estimated $91K.
  • Migdal Insurance & Financial Holdings first reported a position in Unum in Q4 2016 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Unum position peaked at $91K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.