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Sargent Bickham Lagudis’s Unum UNM Stock Holding History

Sargent Bickham Lagudis’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
Q1 		– Sell
-192
Closed -$6K – 922
2019
Q4 		$6K Hold
192
– – ﹤0.01% 677
2019
Q3 		$6K Hold
192
– – ﹤0.01% 621
2019
Q2 		$6K Hold
192
– – ﹤0.01% 654
2019
Q1 		$6K Hold
192
– – ﹤0.01% 683
2018
Q4 		$6K Buy
+192
New +$6.72K ﹤0.01% 651

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sargent Bickham Lagudis's UNM Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Unum (UNM) in Q1 2020, closing a stake of 192 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in UNM in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 192 Unum shares in Q1 2020, an estimated $6K.
  • Sargent Bickham Lagudis first reported a position in Unum in Q4 2018 and held it in 5 quarters.
  • Sargent Bickham Lagudis's Unum position peaked at $6K in Q4 2019.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.