OAM
UNM icon

Oppenheimer Asset Management’s Unum UNM Stock Holding History

Oppenheimer 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
Q2 		– Sell
-64,483
Closed -$968K – 1427
2020
Q1 		$968K Buy
64,483
+1,760
+3% +$42.3K 0.02% 562
2019
Q4 		$1.83M Sell
62,723
-5,241
-8% -$152K 0.04% 441
2019
Q3 		$2.02M Buy
67,964
+2,853
+4% +$84.7K 0.04% 400
2019
Q2 		$2.18M Buy
65,111
+6,709
+11% +$232K 0.05% 382
2019
Q1 		$1.98M Buy
58,402
+6,691
+13% +$233K 0.04% 403
2018
Q4 		$1.52M Buy
51,711
+3,965
+8% +$139K 0.04% 432
2018
Q3 		$1.86M Buy
47,746
+1,699
+4% +$63.4K 0.04% 438
2018
Q2 		$1.7M Sell
46,047
-7,628
-14% -$318K 0.04% 438
2018
Q1 		$2.56M Sell
53,675
-12,312
-19% -$643K 0.06% 326
2017
Q4 		$3.37M Hold
65,987
– – 0.09% 268
2017
Q3 		$3.37M Sell
65,987
-2,138
-3% -$104K 0.09% 270
2017
Q2 		$3.18M Sell
68,125
-7,321
-10% -$337K 0.09% 263
2017
Q1 		$3.54M Buy
+75,446
New +$3.53M 0.1% 231

Other funds holding UNM

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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return