NC
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Northpointe Capital’s Unum UNM Stock Holding History

Northpointe Capital’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 		$2.42M Buy
+81,443
New +$2.42M 0.94% 55
2019
Q1 		– Sell
-109,226
Closed -$3.21M – 151
2018
Q4 		$3.21M Sell
109,226
-2,322
-2% -$81.3K 0.72% 45
2018
Q3 		$4.36M Buy
111,548
+45,841
+70% +$1.71M 0.63% 59
2018
Q2 		$2.43M Buy
65,707
+1,294
+2% +$54K 0.32% 142
2018
Q1 		$3.07M Sell
64,413
-1,616
-2% -$84.4K 0.38% 110
2017
Q4 		$3.62M Sell
66,029
-1,362
-2% -$73.1K 0.41% 104
2017
Q3 		$3.45M Sell
67,391
-8,191
-11% -$400K 0.37% 112
2017
Q2 		$3.52M Buy
75,582
+3,302
+5% +$152K 0.37% 110
2017
Q1 		$3.39M Sell
72,280
-3
-0% -$140 0.37% 109
2016
Q4 		$3.17M Sell
72,283
-2,043
-3% -$81.7K 0.32% 111
2016
Q3 		$2.62M Buy
+74,326
New +$2.51M 0.27% 139

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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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