MLL
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Moody Lynn & Lieberson’s Unum UNM Stock Holding History

Moody Lynn & Lieberson’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
Q2 		– Sell
-10,856
Closed -$517K – 215
2018
Q1 		$517K Sell
10,856
-127
-1% -$6.64K 0.06% 145
2017
Q4 		$589K Buy
10,983
+234
+2% +$12.6K 0.06% 143
2017
Q3 		$550K Sell
10,749
-163
-1% -$7.95K 0.07% 147
2017
Q2 		$509K Buy
10,912
+382
+4% +$17.6K 0.07% 153
2017
Q1 		$494K Buy
10,530
+28
+0.3% +$1.31K 0.07% 123
2016
Q4 		$461K Buy
+10,502
New +$420K 0.07% 122
2014
Q1 		– Sell
-8,936
Closed -$313K – 218
2013
Q4 		$313K Buy
+8,936
New +$293K 0.04% 161

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return