NAM
UNM icon

NorthCoast Asset Management’s Unum UNM Stock Holding History

NorthCoast Asset Management’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
Q4 		– Sell
-11,872
Closed -$200K – 400
2020
Q3 		$200K Buy
11,872
+2
+0% +$36 0.01% 341
2020
Q2 		$197K Buy
11,870
+3
+0% +$47 0.01% 334
2020
Q1 		$178K Buy
11,867
+1
+0% +$24 0.01% 323
2019
Q4 		$346K Buy
11,866
+1
+0% +$29 0.02% 220
2019
Q3 		$353K Buy
11,865
+1
+0% +$30 0.02% 211
2019
Q2 		$398K Buy
11,864
+115
+1% +$3.98K 0.03% 219
2019
Q1 		$397K Hold
11,749
– – 0.03% 214
2018
Q4 		$345K Hold
11,749
– – 0.03% 193
2018
Q3 		$459K Buy
+11,749
New +$438K 0.03% 190
2014
Q1 		– Sell
-29,326
Closed -$1.03M – 205
2013
Q4 		$1.03M Hold
29,326
– – 0.06% 116
2013
Q3 		$893K Buy
+29,326
New +$901K 0.06% 123

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NorthCoast Asset Management's UNM Position: Q4 2020 in Review

NorthCoast Asset Management sold out of Unum (UNM) in Q4 2020, closing a stake of 11,872 shares — an estimated $200K sold.

NorthCoast Asset Management first reported a position in UNM in Q3 2013 and held it in 11 quarters. The position peaked at $1.03M in Q4 2013. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

  • NorthCoast Asset Management reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
  • NorthCoast Asset Management sold 11,872 Unum shares in Q4 2020, an estimated $200K.
  • NorthCoast Asset Management first reported a position in Unum in Q3 2013 and held it in 11 quarters.
  • NorthCoast Asset Management's Unum position peaked at $1.03M in Q4 2013.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on NorthCoast Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.