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UNM icon

Neuburgh Advisers’s Unum UNM Stock Holding History

Neuburgh Advisers’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
Q3 		$8.39M Buy
282,200
+87,924
+45% +$2.61M 0.26% 82
2019
Q2 		$6.52M Buy
194,276
+75,582
+64% +$2.62M 0.21% 97
2019
Q1 		$4.01M Sell
118,694
-66,368
-36% -$2.31M 0.14% 141
2018
Q4 		$5.44M Sell
185,062
-78,812
-30% -$2.76M 0.21% 94
2018
Q3 		$10.3M Buy
263,874
+29,580
+13% +$1.1M 0.33% 64
2018
Q2 		$8.67M Buy
234,294
+85,408
+57% +$3.56M 0.29% 76
2018
Q1 		$7.09M Buy
148,886
+55,862
+60% +$2.92M 0.25% 82
2017
Q4 		$5.11M Sell
93,024
-51,782
-36% -$2.78M 0.18% 104
2017
Q3 		$7.4M Sell
144,806
-35,768
-20% -$1.74M 0.28% 82
2017
Q2 		$8.42M Buy
180,574
+7,310
+4% +$336K 0.32% 69
2017
Q1 		$8.12M Buy
173,264
+19,924
+13% +$933K 0.32% 68
2016
Q4 		$6.74M Buy
+153,340
New +$6.14M 0.3% 71

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 $5.72T 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuburgh Advisers's UNM Position: Q3 2019 in Review

Neuburgh Advisers increased its Unum (UNM) stake by 45% in Q3 2019, buying an estimated $2.61M and bringing the position to 282,200 shares worth $8.39M. The position accounts for 0.26% of the portfolio, ranked #82.

Neuburgh Advisers first reported a position in UNM in Q4 2016 and has held it in 12 quarters since. The position peaked at $10.3M in Q3 2018. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Neuburgh Advisers held 282,200 shares of Unum worth $8.39M as of Q3 2019.
  • Neuburgh Advisers bought 87,924 Unum shares in Q3 2019, an estimated $2.61M.
  • Unum made up 0.26% of Neuburgh Advisers's portfolio in Q3 2019, its #82 holding.
  • Neuburgh Advisers first reported a position in Unum in Q4 2016 and has held it in 12 quarters since.
  • Neuburgh Advisers's Unum position peaked at $10.3M in Q3 2018.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.