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Squar Milner Financial Services’s Unum UNM Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-676
Closed -$10K – 687
2020
Q1 		$10K Buy
676
+67
+11% +$1.61K 0.01% 545
2019
Q4 		$17K Buy
+609
New +$17.7K 0.01% 541
2019
Q3 		– Sell
-383
Closed -$13K – 683
2019
Q2 		$13K Buy
383
+65
+20% +$2.25K 0.01% 498
2019
Q1 		$10K Buy
318
+193
+154% +$6.72K 0.01% 530
2018
Q4 		$4K Hold
125
– – ﹤0.01% 621
2018
Q3 		$5K Hold
125
– – ﹤0.01% 624
2018
Q2 		$5K Buy
+125
New +$5.21K ﹤0.01% 716

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Squar Milner Financial Services's UNM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Unum (UNM) in Q2 2020, closing a stake of 676 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in UNM in Q2 2018 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 676 Unum shares in Q2 2020, an estimated $10K.
  • Squar Milner Financial Services first reported a position in Unum in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Unum position peaked at $17K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.