RIM
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Rampart Investment Management’s Unum UNM Stock Holding History

Rampart Investment 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
Q3 		– Sell
-1,588
Closed -$26K – 517
2020
Q2 		$26K Sell
1,588
-112
-7% -$1.77K ﹤0.01% 528
2020
Q1 		$26K Sell
1,700
-793
-32% -$19.1K 0.01% 497
2019
Q4 		$73K Buy
2,493
+65
+3% +$1.89K 0.01% 530
2019
Q3 		$72K Sell
2,428
-7,324
-75% -$217K 0.01% 527
2019
Q2 		$327K Buy
9,752
+7,773
+393% +$269K 0.04% 372
2019
Q1 		$67K Sell
1,979
-134
-6% -$4.67K 0.01% 528
2018
Q4 		$62K Sell
2,113
-2,456
-54% -$86K 0.02% 481
2018
Q3 		$86.5K Sell
4,569
-7,487
-62% -$279K 0.04% 418
2018
Q2 		$446K Sell
12,056
-3,935
-25% -$164K 0.04% 362
2018
Q1 		$761K Buy
15,991
+12,936
+423% +$676K 0.07% 280
2017
Q4 		$168K Buy
3,055
+243
+9% +$13K 0.06% 322
2017
Q3 		$144K Buy
2,812
+180
+7% +$8.78K 0.05% 396
2017
Q2 		$123K Buy
2,632
+1,992
+311% +$91.6K 0.04% 416
2017
Q1 		$30K Sell
640
-16,574
-96% -$776K 0.01% 384
2016
Q4 		$756K Sell
17,214
-57
-0.3% -$2.28K 0.27% 52
2016
Q3 		$610K Buy
+17,271
New +$584K 0.23% 75

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
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 $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rampart Investment Management's UNM Position: Q3 2020 in Review

Rampart Investment Management sold out of Unum (UNM) in Q3 2020, closing a stake of 1,588 shares — an estimated $26K sold.

Rampart Investment Management first reported a position in UNM in Q3 2016 and held it in 16 quarters. The position peaked at $761K in Q1 2018. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • Rampart Investment Management reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,588 Unum shares in Q3 2020, an estimated $26K.
  • Rampart Investment Management first reported a position in Unum in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Unum position peaked at $761K in Q1 2018.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.