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Robert N. Shapiro’s Unum UNM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$25K Buy
707
+544
+334% +$18.4K 0.01% 582
2014
Q3 		$6K Buy
+163
New +$5.73K ﹤0.01% 740

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Robert N. Shapiro's UNM Position: Q4 2014 in Review

Robert N. Shapiro increased its Unum (UNM) stake by 334% in Q4 2014, buying an estimated $18.4K and bringing the position to 707 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #582.

Robert N. Shapiro first reported a position in UNM in Q3 2014 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold UNM as of Q4 2014.

  • Robert N. Shapiro held 707 shares of Unum worth $25K as of Q4 2014.
  • Robert N. Shapiro bought 544 Unum shares in Q4 2014, an estimated $18.4K.
  • Unum made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #582 holding.
  • Robert N. Shapiro first reported a position in Unum in Q3 2014 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Unum as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.