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Rehmann Capital Advisory Group’s Unum UNM Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		$3K Sell
101
-9
-8% -$267 ﹤0.01% 1331
2019
Q2 		$3.69K Sell
110
-35
-24% -$1.21K ﹤0.01% 1630
2019
Q1 		$4.91K Buy
145
+70
+93% +$2.44K ﹤0.01% 1537
2018
Q4 		$2.2K Hold
75
– – ﹤0.01% 1441
2018
Q3 		$2.93K Buy
75
+12
+19% +$448 ﹤0.01% 1698
2018
Q2 		$2.33K Hold
63
– – ﹤0.01% 1752
2018
Q1 		$3K Buy
+63
New +$3.29K ﹤0.01% 1664

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rehmann Capital Advisory Group's UNM Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Unum (UNM) stake by 8.2% in Q3 2019, selling an estimated $267 and leaving 101 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Rehmann Capital Advisory Group first reported a position in UNM in Q1 2018 and has held it in 7 quarters since. The position peaked at $4.91K in Q1 2019. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Rehmann Capital Advisory Group held 101 shares of Unum worth $3K as of Q3 2019.
  • Rehmann Capital Advisory Group sold 9 Unum shares in Q3 2019, an estimated $267.
  • Unum made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1331 holding.
  • Rehmann Capital Advisory Group first reported a position in Unum in Q1 2018 and has held it in 7 quarters since.
  • Rehmann Capital Advisory Group's Unum position peaked at $4.91K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.