NR
UNM icon

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 – – 186
2020
Q1 		$0 Hold
12
– – ﹤0.01% 197
2019
Q4 		$0 Sell
12
-1
-8% -$29 ﹤0.01% 221
2019
Q3 		$0 Hold
13
– – ﹤0.01% 220
2019
Q2 		$0 Hold
13
– – ﹤0.01% 217
2019
Q1 		$0 Sell
13
-4
-24% -$139 ﹤0.01% 221
2018
Q4 		$0 Hold
17
– – ﹤0.01% 207
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Newfound Research's UNM Position: Q2 2020 in Review

Newfound Research sold out of Unum (UNM) in Q2 2020, closing a stake of 12 shares.

Newfound Research first reported a position in UNM in Q2 2016 and held it in 16 quarters. The position peaked at $3K in Q4 2017. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • Newfound Research reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 12 Unum shares in Q2 2020.
  • Newfound Research first reported a position in Unum in Q2 2016 and held it in 16 quarters.
  • Newfound Research's Unum position peaked at $3K in Q4 2017.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.