QSS
UNM icon

Quantitative Systematic Strategies’s Unum UNM Stock Holding History

Quantitative Systematic Strategies’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
Q1 		– Sell
-12,286
Closed -$538K – 432
2016
Q4 		$538K Buy
+12,286
New +$492K 0.22% 190
2016
Q2 		– Sell
-19,279
Closed -$603K – 528
2016
Q1 		$603K Buy
19,279
+10,185
+112% +$299K 0.23% 172
2015
Q4 		$305K Buy
+9,094
New +$314K 0.08% 507

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quantitative Systematic Strategies's UNM Position: Q1 2017 in Review

Quantitative Systematic Strategies sold out of Unum (UNM) in Q1 2017, closing a stake of 12,286 shares — an estimated $538K sold.

Quantitative Systematic Strategies first reported a position in UNM in Q4 2015 and held it in 3 quarters. The position peaked at $603K in Q1 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • Quantitative Systematic Strategies reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 12,286 Unum shares in Q1 2017, an estimated $538K.
  • Quantitative Systematic Strategies first reported a position in Unum in Q4 2015 and held it in 3 quarters.
  • Quantitative Systematic Strategies's Unum position peaked at $603K in Q1 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Quantitative Systematic Strategies's 13F filing for Q1 2017, filed 19 Apr 2017.