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Stonebridge Capital Advisors’s Unum UNM Stock Holding History

Stonebridge Capital Advisors’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
2021
Q2 		– Sell
-406
Closed -$11K – 1022
2021
Q1 		$11K Buy
+406
New +$10.5K ﹤0.01% 621
2020
Q3 		– Sell
-1,054
Closed -$17K – 671
2020
Q2 		$17K Hold
1,054
– – ﹤0.01% 429
2020
Q1 		$16K Hold
1,054
– – ﹤0.01% 422
2019
Q4 		$31K Hold
1,054
– – 0.01% 390
2019
Q3 		$31K Hold
1,054
– – 0.01% 391
2019
Q2 		$35K Buy
+1,054
New +$36.5K 0.01% 379

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stonebridge Capital Advisors's UNM Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of Unum (UNM) in Q2 2021, closing a stake of 406 shares — an estimated $11K sold.

Stonebridge Capital Advisors first reported a position in UNM in Q2 2019 and held it in 6 quarters. The position peaked at $35K in Q2 2019. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • Stonebridge Capital Advisors reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 406 Unum shares in Q2 2021, an estimated $11K.
  • Stonebridge Capital Advisors first reported a position in Unum in Q2 2019 and held it in 6 quarters.
  • Stonebridge Capital Advisors's Unum position peaked at $35K in Q2 2019.
  • 450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.