NONA
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Ninety One North America’s Unum UNM Stock Holding History

Ninety One North America’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
Q4 		– Sell
-61,982
Closed -$1.84M – 112
2019
Q3 		$1.84M Sell
61,982
-605,730
-91% -$18M 0.17% 69
2019
Q2 		$22.4M Buy
667,712
+73,859
+12% +$2.56M 1.97% 20
2019
Q1 		$20.1M Sell
593,853
-756
-0.1% -$26.3K 1.9% 21
2018
Q4 		$17.5M Buy
594,609
+22,685
+4% +$794K 1.86% 24
2018
Q3 		$22.3M Buy
571,924
+1,149
+0.2% +$42.9K 1.91% 23
2018
Q2 		$21.1M Buy
570,775
+159,239
+39% +$6.64M 1.52% 29
2018
Q1 		$19.6M Buy
411,536
+188,136
+84% +$9.83M 1.49% 30
2017
Q4 		$12.3M Buy
223,400
+195,229
+693% +$10.5M 1.95% 21
2017
Q3 		$1.44M Hold
28,171
– – 0.24% 62
2017
Q2 		$1.31M Buy
28,171
+1,848
+7% +$85K 0.24% 62
2017
Q1 		$1.23M Sell
26,323
-483
-2% -$22.6K 0.23% 64
2016
Q4 		$1.18M Buy
+26,806
New +$1.07M 0.18% 88

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One North America's UNM Position: Q4 2019 in Review

Ninety One North America sold out of Unum (UNM) in Q4 2019, closing a stake of 61,982 shares — an estimated $1.84M sold.

Ninety One North America first reported a position in UNM in Q4 2016 and held it in 12 quarters. The position peaked at $22.4M in Q2 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Ninety One North America reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Ninety One North America sold 61,982 Unum shares in Q4 2019, an estimated $1.84M.
  • Ninety One North America first reported a position in Unum in Q4 2016 and held it in 12 quarters.
  • Ninety One North America's Unum position peaked at $22.4M in Q2 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Ninety One North America's 13F filing for Q4 2019, filed 7 Feb 2020.