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Piedmont Investment Advisors’s Unum UNM Stock Holding History

Piedmont Investment Advisors’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
Q4 		– Sell
-145,091
Closed -$4.31M – 931
2019
Q3 		$4.31M Buy
145,091
+8,937
+7% +$265K 0.17% 136
2019
Q2 		$4.57M Sell
136,154
-34,915
-20% -$1.21M 0.18% 129
2019
Q1 		$5.79M Buy
171,069
+660
+0.4% +$23K 0.23% 106
2018
Q4 		$5.01M Buy
+170,409
New +$5.96M 0.24% 103
2018
Q3 		– Sell
-2,587
Closed -$96K – 2216
2018
Q2 		$96K Buy
+2,587
New +$108K ﹤0.01% 1111
2018
Q1 		– Sell
-27,602
Closed -$1.51M – 801
2017
Q4 		$1.51M Sell
27,602
-10
-0% -$537 0.03% 279
2017
Q3 		$1.41M Buy
27,612
+506
+2% +$24.7K 0.03% 273
2017
Q2 		$1.26M Buy
27,106
+937
+4% +$43.1K 0.03% 307
2017
Q1 		$1.23M Buy
26,169
+445
+2% +$20.8K 0.03% 303
2016
Q4 		$1.13M Sell
25,724
-127,619
-83% -$5.11M 0.02% 259
2016
Q3 		$5.41M Buy
153,343
+14,018
+10% +$474K 0.12% 195
2016
Q2 		$4.43M Buy
139,325
+87,972
+171% +$2.97M 0.09% 212
2016
Q1 		$1.59M Sell
51,353
-956
-2% -$28K 0.03% 240
2015
Q4 		$1.74M Hold
52,309
– – 0.04% 245
2015
Q3 		$1.68M Hold
52,309
– – 0.04% 247
2015
Q2 		$1.87M Buy
52,309
+118
+0.2% +$4.13K 0.04% 249
2015
Q1 		$1.76M Hold
52,191
– – 0.11% 110
2014
Q4 		$1.82M Buy
52,191
+23,503
+82% +$794K 0.11% 104
2014
Q3 		$986K Hold
28,688
– – 0.05% 134
2014
Q2 		$997K Hold
28,688
– – 0.05% 137
2014
Q1 		$1.01M Sell
28,688
-774
-3% -$26.4K 0.06% 140
2013
Q4 		$1.03M Sell
29,462
-3,864
-12% -$127K 0.06% 135
2013
Q3 		$1.01M Buy
33,326
+24
+0.1% +$737 0.05% 137
2013
Q2 		$978K Buy
+33,302
New +$927K 0.04% 190

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Piedmont Investment Advisors's UNM Position: Q4 2019 in Review

Piedmont Investment Advisors sold out of Unum (UNM) in Q4 2019, closing a stake of 145,091 shares — an estimated $4.31M sold.

Piedmont Investment Advisors first reported a position in UNM in Q2 2013 and held it in 24 quarters. The position peaked at $5.79M in Q1 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Piedmont Investment Advisors reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 145,091 Unum shares in Q4 2019, an estimated $4.31M.
  • Piedmont Investment Advisors first reported a position in Unum in Q2 2013 and held it in 24 quarters.
  • Piedmont Investment Advisors's Unum position peaked at $5.79M in Q1 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Piedmont Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.