QI
UNM icon

QS Investors’s Unum UNM Stock Holding History

QS 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
2021
Q2 		$5.07M Buy
178,576
+6,141
+4% +$180K 0.06% 235
2021
Q1 		$4.8M Buy
172,435
+13,710
+9% +$356K 0.06% 250
2020
Q4 		$3.64M Hold
158,725
– – 0.04% 278
2020
Q3 		$2.67M Buy
158,725
+10,285
+7% +$183K 0.04% 292
2020
Q2 		$2.46M Hold
148,440
– – 0.03% 409
2020
Q1 		$2.23M Sell
148,440
-2,096
-1% -$50.4K 0.04% 382
2019
Q4 		$4.46M Buy
150,536
+365
+0.2% +$10.6K 0.04% 313
2019
Q3 		$4.46M Sell
150,171
-6,486
-4% -$193K 0.05% 300
2019
Q2 		$5.26M Buy
156,657
+38,775
+33% +$1.34M 0.06% 257
2019
Q1 		$3.99M Buy
117,882
+33,431
+40% +$1.16M 0.04% 337
2018
Q4 		$2.48M Buy
84,451
+56,648
+204% +$1.98M 0.03% 457
2018
Q3 		$1.09M Buy
27,803
+24,129
+657% +$900K 0.01% 792
2018
Q2 		$136K Hold
3,674
– – ﹤0.01% 1333
2018
Q1 		$175K Hold
3,674
– – ﹤0.01% 1221
2017
Q4 		$202K Hold
3,674
– – ﹤0.01% 1207
2017
Q3 		$188K Hold
3,674
– – ﹤0.01% 1248
2017
Q2 		$171K Sell
3,674
-9,300
-72% -$428K ﹤0.01% 1269
2017
Q1 		$608K Buy
12,974
+9,300
+253% +$436K 0.01% 906
2016
Q4 		$161K Hold
3,674
– – ﹤0.01% 1156
2016
Q3 		$130K Sell
3,674
-774
-17% -$26.2K ﹤0.01% 1205
2016
Q2 		$141K Sell
4,448
-338
-7% -$11.4K ﹤0.01% 1175
2016
Q1 		$148K Buy
4,786
+346
+8% +$10.2K ﹤0.01% 1140
2015
Q4 		$148K Buy
4,440
+8
+0.2% +$276 ﹤0.01% 1154
2015
Q3 		$142K Hold
4,432
– – ﹤0.01% 1142
2015
Q2 		$158K Sell
4,432
-1,971
-31% -$68.9K ﹤0.01% 1106
2015
Q1 		$216K Sell
6,403
-27,500
-81% -$912K ﹤0.01% 1041
2014
Q4 		$1.18M Buy
33,903
+30,243
+826% +$1.02M 0.01% 692
2014
Q3 		$126K Hold
3,660
– – ﹤0.01% 636
2014
Q2 		$127K Buy
+3,660
New +$125K ﹤0.01% 648

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 $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QS Investors's UNM Position: Q2 2021 in Review

QS Investors increased its Unum (UNM) stake by 3.6% in Q2 2021, buying an estimated $180K and bringing the position to 178,576 shares worth $5.07M. The position accounts for 0.06% of the portfolio, ranked #235.

QS Investors first reported a position in UNM in Q2 2014 and has held it in 29 quarters since. The position peaked at $5.26M in Q2 2019. 451 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • QS Investors held 178,576 shares of Unum worth $5.07M as of Q2 2021.
  • QS Investors bought 6,141 Unum shares in Q2 2021, an estimated $180K.
  • Unum made up 0.06% of QS Investors's portfolio in Q2 2021, its #235 holding.
  • QS Investors first reported a position in Unum in Q2 2014 and has held it in 29 quarters since.
  • QS Investors's Unum position peaked at $5.26M in Q2 2019.
  • 451 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.