SRAM
UNM icon

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

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 $3.38T AUM 44.17% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stone Ridge Asset Management's UNM Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Unum (UNM) in Q3 2020, closing a stake of 13,600 shares — an estimated $226K sold.

Stone Ridge Asset Management first reported a position in UNM in Q4 2017 and held it in 10 quarters. The position peaked at $1.42M in Q2 2019. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • Stone Ridge Asset Management reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 13,600 Unum shares in Q3 2020, an estimated $226K.
  • Stone Ridge Asset Management first reported a position in Unum in Q4 2017 and held it in 10 quarters.
  • Stone Ridge Asset Management's Unum position peaked at $1.42M in Q2 2019.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.