NAP
UNM icon

New Amsterdam Partners’s Unum UNM Stock Holding History

New Amsterdam Partners’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
2017
Q2 		– Sell
-10,206
Closed -$479K – 129
2017
Q1 		$479K Sell
10,206
-4,040
-28% -$189K 0.11% 104
2016
Q4 		$626K Buy
+14,246
New +$570K 0.14% 95
2014
Q4 		– Sell
-46,288
Closed -$1.59M – 127
2014
Q3 		$1.59M Buy
46,288
+207
+0.4% +$7.28K 0.11% 114
2014
Q2 		$1.6M Buy
+46,081
New +$1.57M 0.1% 116

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Amsterdam Partners's UNM Position: Q2 2017 in Review

New Amsterdam Partners sold out of Unum (UNM) in Q2 2017, closing a stake of 10,206 shares — an estimated $479K sold.

New Amsterdam Partners first reported a position in UNM in Q2 2014 and held it in 4 quarters. The position peaked at $1.6M in Q2 2014. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

  • New Amsterdam Partners reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
  • New Amsterdam Partners sold 10,206 Unum shares in Q2 2017, an estimated $479K.
  • New Amsterdam Partners first reported a position in Unum in Q2 2014 and held it in 4 quarters.
  • New Amsterdam Partners's Unum position peaked at $1.6M in Q2 2014.
  • 494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on New Amsterdam Partners's 13F filing for Q2 2017, filed 2 Aug 2017.