Numeric Investors’s Unum UNM Stock Holding History

Numeric Investors’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
2017 Q2	–	Sell	-20,200	Closed	-$947K	–	1166
2017 Q1	$947K	Sell	20,200 -2,400	-11%	-$112K	0.01%	660
2016 Q4	$993K	Sell	22,600 -3,100	-12%	-$124K	0.01%	666
2016 Q3	$907K	Buy	+25,700	New	+$870K	0.01%	646
2016 Q2	–	Sell	-19,200	Closed	-$594K	–	1173
2016 Q1	$594K	Buy	+19,200	New	+$563K	0.01%	664
2015 Q4	–	Sell	-17,200	Closed	-$552K	–	1133
2015 Q3	$552K	Buy	+17,200	New	+$593K	0.01%	676
2015 Q1	–	Sell	-18,300	Closed	-$638K	–	1046
2014 Q4	$638K	Sell	18,300 -543,998	-97%	-$18.4M	0.01%	554
2014 Q3	$19.3M	Sell	562,298 -221,275	-28%	-$7.78M	0.29%	81
2014 Q2	$27.2M	Buy	783,573 +219,673	+39%	+$7.5M	0.41%	69
2014 Q1	$19.9M	Buy	563,900 +90,800	+19%	+$3.1M	0.34%	73
2013 Q4	$16.6M	Sell	473,100 -26,000	-5%	-$851K	0.28%	84
2013 Q3	$15.2M	Buy	499,100 +327,600	+191%	+$10.1M	0.28%	88
2013 Q2	$5.04M	Buy	+171,500	New	+$4.78M	0.1%	193

Other funds holding UNM

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return