Ninety One (UK)
UNM icon

Ninety One (UK)’s Unum UNM Stock Holding History

Ninety One (UK)’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
-3,611,342
Closed -$107M – 263
2019
Q3 		$107M Sell
3,611,342
-1,946,604
-35% -$57.8M 0.42% 68
2019
Q2 		$186M Sell
5,557,946
-40,377
-0.7% -$1.4M 0.71% 43
2019
Q1 		$189M Sell
5,598,323
-396,775
-7% -$13.8M 0.75% 37
2018
Q4 		$176M Sell
5,995,098
-24,428
-0.4% -$855K 0.76% 42
2018
Q3 		$235M Buy
6,019,526
+1,266,093
+27% +$47.2M 0.88% 34
2018
Q2 		$176M Buy
4,753,433
+739,037
+18% +$30.8M 0.87% 36
2018
Q1 		$191M Sell
4,014,396
-302,312
-7% -$15.8M 1.02% 30
2017
Q4 		$237M Buy
4,316,708
+2,425,302
+128% +$130M 0.97% 33
2017
Q3 		$96.7M Sell
1,891,406
-10,180
-0.5% -$497K 0.42% 70
2017
Q2 		$88.7M Sell
1,901,586
-10,673
-0.6% -$491K 0.42% 74
2017
Q1 		$89.7M Sell
1,912,259
-14,056
-0.7% -$658K 0.44% 74
2016
Q4 		$84.6M Buy
+1,926,315
New +$77.1M 0.44% 76

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 (UK)'s UNM Position: Q4 2019 in Review

Ninety One (UK) sold out of Unum (UNM) in Q4 2019, closing a stake of 3,611,342 shares — an estimated $107M sold.

Ninety One (UK) first reported a position in UNM in Q4 2016 and held it in 12 quarters. The position peaked at $237M in Q4 2017. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Ninety One (UK) reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Ninety One (UK) sold 3,611,342 Unum shares in Q4 2019, an estimated $107M.
  • Ninety One (UK) first reported a position in Unum in Q4 2016 and held it in 12 quarters.
  • Ninety One (UK)'s Unum position peaked at $237M in Q4 2017.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Ninety One (UK)'s 13F filing for Q4 2019, filed 7 Feb 2020.