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Sonora Investment Management’s Unum UNM Stock Holding History

Sonora Investment 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
2020
Q1 		– Sell
-145
Closed -$4K – 1747
2019
Q4 		$4K Hold
145
– – ﹤0.01% 1486
2019
Q3 		$4K Hold
145
– – ﹤0.01% 1474
2019
Q2 		$5K Hold
145
– – ﹤0.01% 1390
2019
Q1 		$5K Buy
+145
New +$5.05K ﹤0.01% 1241
2015
Q4 		– Sell
-105
Closed -$3K – 1146
2015
Q3 		$3K Buy
+105
New +$3.62K ﹤0.01% 919

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 $3.38T AUM 44.17% 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

Sonora Investment Management's UNM Position: Q1 2020 in Review

Sonora Investment Management sold out of Unum (UNM) in Q1 2020, closing a stake of 145 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in UNM in Q3 2015 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Sonora Investment Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 145 Unum shares in Q1 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in Unum in Q3 2015 and held it in 5 quarters.
  • Sonora Investment Management's Unum position peaked at $5K in Q2 2019.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.