SMDAM
UNM icon

Sumitomo Mitsui DS Asset Management’s Unum UNM Stock Holding History

Sumitomo Mitsui DS 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
Q2 		– Sell
-82,610
Closed -$1.24M – 731
2020
Q1 		$1.24M Buy
82,610
+70,482
+581% +$1.7M 0.05% 298
2019
Q4 		$353K Hold
12,128
– – 0.01% 649
2019
Q3 		$360K Hold
12,128
– – 0.01% 615
2019
Q2 		$406K Sell
12,128
-3,454
-22% -$120K 0.02% 590
2019
Q1 		$527K Hold
15,582
– – 0.01% 662
2018
Q4 		$457K Hold
15,582
– – 0.01% 655
2018
Q3 		$608K Hold
15,582
– – 0.01% 653
2018
Q2 		$576K Buy
15,582
+183
+1% +$7.63K 0.01% 658
2018
Q1 		$733K Sell
15,399
-281
-2% -$14.7K 0.01% 594
2017
Q4 		$860K Sell
15,680
-1,895
-11% -$102K 0.01% 568
2017
Q3 		$898K Sell
17,575
-101
-0.6% -$4.93K 0.01% 508
2017
Q2 		$824K Sell
17,676
-2,052
-10% -$94.4K 0.01% 535
2017
Q1 		$925K Buy
19,728
+1,923
+11% +$90.1K 0.02% 508
2016
Q4 		$782K Sell
17,805
-302
-2% -$12.1K 0.02% 506
2016
Q3 		$639K Sell
18,107
-51
-0.3% -$1.73K 0.01% 565
2016
Q2 		$577K Sell
18,158
-25,031
-58% -$846K 0.02% 553
2016
Q1 		$1.33M Sell
43,189
-1,909
-4% -$56K 0.04% 330
2015
Q4 		$1.5M Sell
45,098
-1,300
-3% -$44.8K 0.05% 290
2015
Q3 		$1.49M Buy
46,398
+43
+0.1% +$1.48K 0.05% 297
2015
Q2 		$1.66M Sell
46,355
-1,032
-2% -$36.1K 0.05% 303
2015
Q1 		$1.6M Sell
47,387
-1,530
-3% -$50.8K 0.05% 336
2014
Q4 		$1.71M Sell
48,917
-2,761
-5% -$93.2K 0.05% 328
2014
Q3 		$1.78M Buy
51,678
+25,231
+95% +$887K 0.05% 321
2014
Q2 		$919K Sell
26,447
-34
-0.1% -$1.16K 0.03% 524
2014
Q1 		$935K Sell
26,481
-3,431
-11% -$117K 0.03% 521
2013
Q4 		$1.05M Sell
29,912
-2,386
-7% -$78.1K 0.03% 488
2013
Q3 		$983K Sell
32,298
-568
-2% -$17.4K 0.03% 498
2013
Q2 		$965K Buy
+32,866
New +$915K 0.03% 493

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

Sumitomo Mitsui DS Asset Management's UNM Position: Q2 2020 in Review

Sumitomo Mitsui DS Asset Management sold out of Unum (UNM) in Q2 2020, closing a stake of 82,610 shares — an estimated $1.24M sold.

Sumitomo Mitsui DS Asset Management first reported a position in UNM in Q2 2013 and held it in 28 quarters. The position peaked at $1.78M in Q3 2014. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • Sumitomo Mitsui DS Asset Management reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 82,610 Unum shares in Q2 2020, an estimated $1.24M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Unum in Q2 2013 and held it in 28 quarters.
  • Sumitomo Mitsui DS Asset Management's Unum position peaked at $1.78M in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.