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Scout Investments’s Unum UNM Stock Holding History

Scout Investments’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
2018
Q2 		– Sell
-342,114
Closed -$16.3M – 297
2018
Q1 		$16.3M Sell
342,114
-117,110
-26% -$6.12M 0.39% 103
2017
Q4 		$25.2M Buy
459,224
+238,250
+108% +$12.8M 0.62% 44
2017
Q3 		$11.3M Sell
220,974
-62,503
-22% -$3.05M 0.31% 134
2017
Q2 		$13.2M Sell
283,477
-92,742
-25% -$4.27M 0.38% 116
2017
Q1 		$17.6M Sell
376,219
-69,865
-16% -$3.27M 0.48% 95
2016
Q4 		$19.6M Sell
446,084
-4,160
-0.9% -$166K 0.55% 69
2016
Q3 		$15.9M Buy
450,244
+278,439
+162% +$9.42M 0.45% 93
2016
Q2 		$5.46M Sell
171,805
-575,618
-77% -$19.5M 0.15% 148
2016
Q1 		$23.1M Buy
+747,423
New +$21.9M 0.63% 62

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Scout Investments's UNM Position: Q2 2018 in Review

Scout Investments sold out of Unum (UNM) in Q2 2018, closing a stake of 342,114 shares — an estimated $16.3M sold.

Scout Investments first reported a position in UNM in Q1 2016 and held it in 9 quarters. The position peaked at $25.2M in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Scout Investments reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Scout Investments sold 342,114 Unum shares in Q2 2018, an estimated $16.3M.
  • Scout Investments first reported a position in Unum in Q1 2016 and held it in 9 quarters.
  • Scout Investments's Unum position peaked at $25.2M in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Scout Investments's 13F filing for Q2 2018, filed 16 Jul 2018.