Royal London Asset Management
UNM icon

Royal London Asset Management’s Unum UNM Stock Holding History

Royal London Asset 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
2021
Q1 		– Sell
-730
Closed -$17K – 724
2020
Q4 		$17K Buy
+730
New +$15.1K ﹤0.01% 684
2020
Q3 		– Sell
-79,758
Closed -$1.28M – 668
2020
Q2 		$1.28M Hold
79,758
– – 0.01% 589
2020
Q1 		$1.27M Hold
79,758
– – 0.01% 582
2019
Q4 		$2.29M Hold
79,758
– – 0.02% 561
2019
Q3 		$2.37M Sell
79,758
-7,215
-8% -$214K 0.02% 561
2019
Q2 		$2.92M Hold
86,973
– – 0.03% 446
2019
Q1 		$2.94M Hold
86,973
– – 0.02% 543
2018
Q4 		$2.52M Hold
86,973
– – 0.02% 553
2018
Q3 		$3.4M Sell
86,973
-7,414
-8% -$277K 0.03% 418
2018
Q2 		$3.49M Buy
+94,387
New +$3.94M 0.04% 468
2016
Q2 		$2.43M Buy
76,385
+16,385
+27% +$554K 0.04% 429
2016
Q1 		$1.87M Sell
60,000
-29,508
-33% -$866K 0.05% 415
2015
Q4 		$3M Sell
89,508
-5,314
-6% -$183K 0.05% 399
2015
Q3 		$3.04M Buy
+94,822
New +$3.27M 0.05% 398
2014
Q4 		$2.87M Buy
80,810
+16,911
+26% +$571K 0.05% 361
2014
Q3 		$2.22M Buy
63,899
+2,513
+4% +$88.3K 0.06% 353
2014
Q2 		$2.11M Sell
61,386
-255
-0.4% -$8.71K 0.05% 390
2014
Q1 		$2.11M Sell
61,641
-2,045
-3% -$69.8K 0.05% 399
2013
Q4 		$2.21M Sell
63,686
-23
-0% -$753 0.06% 367
2013
Q3 		$1.99M Hold
63,709
– – 0.05% 391
2013
Q2 		$1.9M Buy
+63,709
New +$1.77M 0.06% 383

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal London Asset Management's UNM Position: Q1 2021 in Review

Royal London Asset Management sold out of Unum (UNM) in Q1 2021, closing a stake of 730 shares — an estimated $17K sold.

Royal London Asset Management first reported a position in UNM in Q2 2013 and held it in 21 quarters. The position peaked at $3.49M in Q2 2018. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • Royal London Asset Management reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
  • Royal London Asset Management sold 730 Unum shares in Q1 2021, an estimated $17K.
  • Royal London Asset Management first reported a position in Unum in Q2 2013 and held it in 21 quarters.
  • Royal London Asset Management's Unum position peaked at $3.49M in Q2 2018.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Royal London Asset Management's 13F filing for Q1 2021, filed 13 Apr 2021.