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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return