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Thompson Investment Management’s Unum UNM Stock Holding History

Thompson Investment 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
Q1 		– Sell
-9,175
Closed -$268K – 194
2019
Q4 		$268K Hold
9,175
– – 0.04% 166
2019
Q3 		$273K Hold
9,175
– – 0.05% 160
2019
Q2 		$308K Hold
9,175
– – 0.06% 156
2019
Q1 		$310K Sell
9,175
-405
-4% -$14.1K 0.06% 157
2018
Q4 		$281K Hold
9,580
– – 0.07% 143
2018
Q3 		$374K Hold
9,580
– – 0.07% 142
2018
Q2 		$354K Hold
9,580
– – 0.06% 146
2018
Q1 		$456K Hold
9,580
– – 0.09% 130
2017
Q4 		$526K Hold
9,580
– – 0.09% 121
2017
Q3 		$490K Hold
9,580
– – 0.09% 124
2017
Q2 		$447K Hold
9,580
– – 0.08% 127
2017
Q1 		$449K Sell
9,580
-775
-7% -$36.3K 0.09% 128
2016
Q4 		$455K Sell
10,355
-2,300
-18% -$92K 0.09% 130
2016
Q3 		$447K Hold
12,655
– – 0.09% 125
2016
Q2 		$402K Hold
12,655
– – 0.08% 130
2016
Q1 		$391K Buy
12,655
+1,100
+10% +$32.3K 0.08% 124
2015
Q4 		$385K Hold
11,555
– – 0.08% 129
2015
Q3 		$371K Hold
11,555
– – 0.08% 127
2015
Q2 		$413K Hold
11,555
– – 0.08% 122
2015
Q1 		$390K Hold
11,555
– – 0.07% 126
2014
Q4 		$403K Hold
11,555
– – 0.08% 126
2014
Q3 		$387K Buy
11,555
+350
+3% +$12.3K 0.07% 130
2014
Q2 		$389K Buy
11,205
+1,200
+12% +$41K 0.08% 130
2014
Q1 		$353K Sell
10,005
-1,250
-11% -$42.7K 0.07% 135
2013
Q4 		$395K Buy
11,255
+20
+0.2% +$655 0.08% 127
2013
Q3 		$342K Hold
11,235
– – 0.07% 138
2013
Q2 		$330K Buy
+11,235
New +$313K 0.08% 132

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 $3.37T AUM 44.26% 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

Thompson Investment Management's UNM Position: Q1 2020 in Review

Thompson Investment Management sold out of Unum (UNM) in Q1 2020, closing a stake of 9,175 shares — an estimated $268K sold.

Thompson Investment Management first reported a position in UNM in Q2 2013 and held it in 27 quarters. The position peaked at $526K in Q4 2017. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

  • Thompson Investment Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
  • Thompson Investment Management sold 9,175 Unum shares in Q1 2020, an estimated $268K.
  • Thompson Investment Management first reported a position in Unum in Q2 2013 and held it in 27 quarters.
  • Thompson Investment Management's Unum position peaked at $526K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Thompson Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.