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UNM icon

SRB Corp’s Unum UNM Stock Holding History

SRB Corp’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
Q4 		– Sell
-31,743
Closed -$534K – 198
2020
Q3 		$534K Sell
31,743
-1,211
-4% -$21.5K 0.04% 123
2020
Q2 		$547K Buy
32,954
+14,902
+83% +$235K 0.04% 45
2020
Q1 		$270K Buy
18,052
+882
+5% +$21.2K 0.03% 148
2019
Q4 		$501K Hold
17,170
– – 0.04% 126
2019
Q3 		$511K Buy
17,170
+2,849
+20% +$84.6K 0.04% 26
2019
Q2 		$480K Sell
14,321
-5,014
-26% -$174K 0.04% 137
2019
Q1 		$654K Buy
19,335
+3,404
+21% +$119K 0.06% 112
2018
Q4 		$468K Buy
15,931
+885
+6% +$31K 0.05% 131
2018
Q3 		$588K Buy
15,046
+2,055
+16% +$76.7K 0.06% 17
2018
Q2 		$480K Buy
12,991
+8,995
+225% +$375K 0.05% 138
2018
Q1 		$190K Buy
3,996
+427
+12% +$22.3K 0.02% 148
2017
Q4 		$196K Sell
3,569
-158
-4% -$8.48K 0.03% 131
2017
Q3 		$191K Sell
3,727
-262
-7% -$12.8K 0.03% 59
2017
Q2 		$186K Buy
3,989
+295
+8% +$13.6K 0.03% 108
2017
Q1 		$173K Sell
3,694
-320
-8% -$15K 0.02% 126
2016
Q4 		$176K Sell
4,014
-554
-12% -$22.2K 0.02% 82
2016
Q3 		$161K Buy
4,568
+558
+14% +$18.9K 0.02% 57
2016
Q2 		$127K Sell
4,010
-983
-20% -$33.2K 0.02% 166
2016
Q1 		$154K Buy
+4,993
New +$146K 0.02% 55
2015
Q3 		– Sell
-4,168
Closed -$149K – 180
2015
Q2 		$149K Sell
4,168
-838
-17% -$29.3K 0.02% 43
2015
Q1 		$169K Buy
5,006
+627
+14% +$20.8K 0.02% 65
2014
Q4 		$153K Buy
4,379
+468
+12% +$15.8K 0.02% 63
2014
Q3 		$134K Buy
+3,911
New +$137K 0.02% 137

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRB Corp's UNM Position: Q4 2020 in Review

SRB Corp sold out of Unum (UNM) in Q4 2020, closing a stake of 31,743 shares — an estimated $534K sold.

SRB Corp first reported a position in UNM in Q3 2014 and held it in 23 quarters. The position peaked at $654K in Q1 2019. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

  • SRB Corp reported no remaining Unum position as of Q4 2020 after selling out during the quarter.
  • SRB Corp sold 31,743 Unum shares in Q4 2020, an estimated $534K.
  • SRB Corp first reported a position in Unum in Q3 2014 and held it in 23 quarters.
  • SRB Corp's Unum position peaked at $654K in Q1 2019.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on SRB Corp's 13F filing for Q4 2020, filed 12 Feb 2021.