Newfound Research’s Unum UNM Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-12	Closed	–	–	188
2020 Q1	$0	Hold	12	–	–	﹤0.01%	199
2019 Q4	$0	Sell	12 -1	-8%	-$29	﹤0.01%	225
2019 Q3	$0	Hold	13	–	–	﹤0.01%	224
2019 Q2	$0	Hold	13	–	–	﹤0.01%	221
2019 Q1	$0	Sell	13 -4	-24%	-$139	﹤0.01%	225
2018 Q4	$0	Hold	17	–	–	﹤0.01%	212
2018 Q3	$1K	Sell	17 -4	-19%	-$149	﹤0.01%	167
2018 Q2	$1K	Sell	21 -1	-5%	-$42	﹤0.01%	154
2018 Q1	$1K	Sell	22 -39	-64%	-$2.04K	﹤0.01%	149
2017 Q4	$3K	Sell	61 -2	-3%	-$107	﹤0.01%	96
2017 Q3	$3K	Hold	63	–	–	﹤0.01%	83
2017 Q2	$3K	Buy	63 +1	+2%	+$46	﹤0.01%	91
2017 Q1	$3K	Hold	62	–	–	﹤0.01%	90
2016 Q4	$3K	Sell	62 -3	-5%	-$120	﹤0.01%	74
2016 Q3	$2K	Buy	65 +1	+2%	+$34	﹤0.01%	99
2016 Q2	$2K	Buy	+64	New	+$2.16K	﹤0.01%	89

Other funds holding UNM

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return