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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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Numeric Investors's UNM Position: Q2 2017 in Review

Numeric Investors sold out of Unum (UNM) in Q2 2017, closing a stake of 20,200 shares — an estimated $947K sold.

Numeric Investors first reported a position in UNM in Q2 2013 and held it in 12 quarters. The position peaked at $27.2M in Q2 2014. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

  • Numeric Investors reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
  • Numeric Investors sold 20,200 Unum shares in Q2 2017, an estimated $947K.
  • Numeric Investors first reported a position in Unum in Q2 2013 and held it in 12 quarters.
  • Numeric Investors's Unum position peaked at $27.2M in Q2 2014.
  • 494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on Numeric Investors's 13F filing for Q2 2017, filed 14 Aug 2017.