Princeton Alpha Management’s Unum UNM Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-14,641	Closed	-$687K	–	366
2017 Q1	$687K	Buy	+14,641	New	+$686K	0.23%	137
2016 Q4	–	Sell	-7,743	Closed	-$273K	–	880
2016 Q3	$273K	Sell	7,743 -18,730	-71%	-$634K	0.05%	531
2016 Q2	$842K	Sell	26,473 -34,114	-56%	-$1.15M	0.15%	209
2016 Q1	$1.87M	Buy	60,587 +43,511	+255%	+$1.28M	0.3%	80
2015 Q4	$568K	Buy	+17,076	New	+$589K	0.1%	306
2015 Q3	–	Sell	-6,314	Closed	-$226K	–	914
2015 Q2	$226K	Sell	6,314 -42,422	-87%	-$1.48M	0.04%	561
2015 Q1	$1.64M	Buy	+48,736	New	+$1.62M	0.35%	67
2014 Q4	–	Sell	-10,024	Closed	-$345K	–	861
2014 Q3	$345K	Sell	10,024 -26,605	-73%	-$935K	0.08%	369
2014 Q2	$1.27M	Buy	+36,629	New	+$1.25M	0.26%	101

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Princeton Alpha Management's UNM Position: Q2 2017 in Review

Princeton Alpha Management sold out of Unum (UNM) in Q2 2017, closing a stake of 14,641 shares — an estimated $687K sold.

Princeton Alpha Management first reported a position in UNM in Q2 2014 and held it in 9 quarters. The position peaked at $1.87M in Q1 2016. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

Princeton Alpha Management reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 14,641 Unum shares in Q2 2017, an estimated $687K.
Princeton Alpha Management first reported a position in Unum in Q2 2014 and held it in 9 quarters.
Princeton Alpha Management's Unum position peaked at $1.87M in Q1 2016.
494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.