Sandy Spring Bank’s Unum UNM Stock Holding History

Sandy Spring Bank’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	–	Sell	-293	Closed	-$10K	–	873
2019 Q2	$10K	Buy	+293	New	+$10.1K	﹤0.01%	717
2016 Q2	–	Sell	-66	Closed	-$2K	–	945
2016 Q1	$2K	Hold	66	–	–	﹤0.01%	900
2015 Q4	$2K	Buy	+66	New	+$2.28K	﹤0.01%	876

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandy Spring Bank's UNM Position: Q3 2019 in Review

Sandy Spring Bank sold out of Unum (UNM) in Q3 2019, closing a stake of 293 shares — an estimated $10K sold.

Sandy Spring Bank first reported a position in UNM in Q4 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

Sandy Spring Bank reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
Sandy Spring Bank sold 293 Unum shares in Q3 2019, an estimated $10K.
Sandy Spring Bank first reported a position in Unum in Q4 2015 and held it in 3 quarters.
Sandy Spring Bank's Unum position peaked at $10K in Q2 2019.
456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Sandy Spring Bank's 13F filing for Q3 2019, filed 1 Nov 2019.