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Newman Dignan & Sheerar Inc’s Unum UNM Stock Holding History

Newman Dignan & Sheerar Inc’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 		– Sell
-6,826
Closed -$229 – 167
2019
Q2 		$229 Sell
6,826
-2,009
-23% -$69.6K 0.01% 160
2019
Q1 		$299K Buy
8,835
+523
+6% +$18.2K 0.12% 125
2018
Q4 		$244 Sell
8,312
-8,475
-50% -$297K 0.02% 132
2018
Q3 		$662K Sell
16,787
-3,832
-19% -$143K 0.29% 82
2018
Q2 		$763 Sell
20,619
-689
-3% -$28.7K 0.05% 66
2018
Q1 		$1.01M Buy
21,308
+5,351
+34% +$280K 0.51% 54
2017
Q4 		$876K Hold
15,957
– – 0.44% 60
2017
Q3 		$816K Buy
15,957
+3
+0% +$146 0.44% 64
2017
Q2 		$744K Buy
15,954
+100
+0.6% +$4.6K 0.41% 68
2017
Q1 		$743 Buy
15,854
+475
+3% +$22.2K 0.33% 72
2016
Q4 		$676K Sell
15,379
-525
-3% -$21K 0.41% 72
2016
Q3 		$562K Hold
15,904
– – 0.35% 78
2016
Q2 		$506K Buy
15,904
+300
+2% +$10.1K 0.32% 89
2016
Q1 		$482K Sell
15,604
-790
-5% -$23.2K 0.35% 82
2015
Q4 		$546K Sell
16,394
-1,415
-8% -$48.8K 0.39% 76
2015
Q3 		$571K Buy
17,809
+1,600
+10% +$55.1K 0.37% 64
2015
Q2 		$579K Sell
16,209
-850
-5% -$29.7K 0.42% 69
2015
Q1 		$575K Buy
17,059
+7,260
+74% +$241K 0.41% 70
2014
Q4 		$342 Buy
+9,799
New +$331K 0.2% 101

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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Newman Dignan & Sheerar Inc's UNM Position: Q3 2019 in Review

Newman Dignan & Sheerar Inc sold out of Unum (UNM) in Q3 2019, closing a stake of 6,826 shares — an estimated $229 sold.

Newman Dignan & Sheerar Inc first reported a position in UNM in Q4 2014 and held it in 19 quarters. The position peaked at $1.01M in Q1 2018. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Newman Dignan & Sheerar Inc reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 6,826 Unum shares in Q3 2019, an estimated $229.
  • Newman Dignan & Sheerar Inc first reported a position in Unum in Q4 2014 and held it in 19 quarters.
  • Newman Dignan & Sheerar Inc's Unum position peaked at $1.01M in Q1 2018.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2019, filed 21 Oct 2019.