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Stuart Chaussee & Associates’s Unum UNM Stock Holding History

Stuart Chaussee & Associates’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
Q1 		– Sell
-43
Closed -$1K – 126
2019
Q4 		$1K Hold
43
– – ﹤0.01% 125
2019
Q3 		$1K Hold
43
– – ﹤0.01% 127
2019
Q2 		$1K Hold
43
– – ﹤0.01% 129
2019
Q1 		$1K Hold
43
– – ﹤0.01% 126
2018
Q4 		$1K Hold
43
– – ﹤0.01% 116
2018
Q3 		$2K Hold
43
– – ﹤0.01% 128
2018
Q2 		$2K Hold
43
– – ﹤0.01% 130
2018
Q1 		$2K Hold
43
– – 0.01% 98
2017
Q4 		$2K Buy
+43
New +$2.31K ﹤0.01% 108

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stuart Chaussee & Associates's UNM Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Unum (UNM) in Q1 2020, closing a stake of 43 shares — an estimated $1K sold.

Stuart Chaussee & Associates first reported a position in UNM in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q3 2018. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Stuart Chaussee & Associates reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 43 Unum shares in Q1 2020, an estimated $1K.
  • Stuart Chaussee & Associates first reported a position in Unum in Q4 2017 and held it in 9 quarters.
  • Stuart Chaussee & Associates's Unum position peaked at $2K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.