SFM
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Systematic Financial Management’s Unum UNM Stock Holding History

Systematic Financial 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
-19,550
Closed -$324K – 444
2020
Q2 		$324K Buy
+19,550
New +$309K 0.02% 300
2018
Q2 		– Sell
-168,642
Closed -$8.03M – 678
2018
Q1 		$8.03M Sell
168,642
-261,028
-61% -$13.6M 0.18% 189
2017
Q4 		$23.6M Sell
429,670
-837,765
-66% -$45M 0.47% 61
2017
Q3 		$64.8M Sell
1,267,435
-74,798
-6% -$3.65M 1.31% 5
2017
Q2 		$62.6M Sell
1,342,233
-20,612
-2% -$948K 1.16% 3
2017
Q1 		$63.9M Buy
1,362,845
+878,031
+181% +$41.1M 1.13% 8
2016
Q4 		$21.3M Buy
+484,814
New +$19.4M 0.34% 83
2014
Q1 		– Sell
-1,212,462
Closed -$42.5M – 731
2013
Q4 		$42.5M Sell
1,212,462
-13,539
-1% -$443K 0.31% 94
2013
Q3 		$37.3M Sell
1,226,001
-1,669,513
-58% -$51.3M 0.3% 98
2013
Q2 		$85M Buy
+2,895,514
New +$80.6M 0.73% 48

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 $3.37T AUM 44.26% 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

Systematic Financial Management's UNM Position: Q3 2020 in Review

Systematic Financial Management sold out of Unum (UNM) in Q3 2020, closing a stake of 19,550 shares — an estimated $324K sold.

Systematic Financial Management first reported a position in UNM in Q2 2013 and held it in 10 quarters. The position peaked at $85M in Q2 2013. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • Systematic Financial Management reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 19,550 Unum shares in Q3 2020, an estimated $324K.
  • Systematic Financial Management first reported a position in Unum in Q2 2013 and held it in 10 quarters.
  • Systematic Financial Management's Unum position peaked at $85M in Q2 2013.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.