NCM
UNM icon

Nelson Capital Management’s Unum UNM Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-43
Closed -$1K – 280
2019
Q3 		$1K Hold
43
– – ﹤0.01% 321
2019
Q2 		$1K Hold
43
– – ﹤0.01% 294
2019
Q1 		$1K Buy
+43
New +$1.5K ﹤0.01% 275

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nelson Capital Management's UNM Position: Q4 2019 in Review

Nelson Capital Management sold out of Unum (UNM) in Q4 2019, closing a stake of 43 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in UNM in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Nelson Capital Management reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 43 Unum shares in Q4 2019, an estimated $1K.
  • Nelson Capital Management first reported a position in Unum in Q1 2019 and held it in 3 quarters.
  • Nelson Capital Management's Unum position peaked at $1K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.