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Stone Ridge Asset Management’s Unum UNM Stock Holding History

Stone Ridge Asset 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
Q3 		– Sell
-13,600
Closed -$226K – 470
2020
Q2 		$226K Buy
+13,600
New +$215K 0.04% 491
2020
Q1 		– Sell
-11,649
Closed -$340K – 920
2019
Q4 		$340K Sell
11,649
-8,000
-41% -$233K 0.02% 741
2019
Q3 		$584K Sell
19,649
-22,800
-54% -$677K 0.04% 623
2019
Q2 		$1.42M Buy
42,449
+3,800
+10% +$132K 0.08% 288
2019
Q1 		$1.31M Buy
38,649
+9,269
+32% +$323K 0.07% 336
2018
Q4 		$863K Buy
29,380
+9,944
+51% +$348K 0.05% 492
2018
Q3 		$759K Buy
19,436
+4,600
+31% +$172K 0.04% 623
2018
Q2 		$549K Buy
14,836
+3,727
+34% +$155K 0.03% 739
2018
Q1 		$529K Buy
11,109
+1,100
+11% +$57.5K 0.03% 755
2017
Q4 		$549K Buy
+10,009
New +$537K 0.03% 754

Other funds holding UNM

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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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return