TAM
UNM icon

Tiverton Asset Management’s Unum UNM Stock Holding History

Tiverton 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
2019
Q3 		$459K Buy
15,436
+6,520
+73% +$194K 0.02% 410
2019
Q2 		$299K Buy
+8,916
New +$309K 0.01% 509
2018
Q2 		– Sell
-946
Closed -$45K – 511
2018
Q1 		$45K Sell
946
-2,023
-68% -$106K ﹤0.01% 461
2017
Q4 		$163K Buy
+2,969
New +$159K 0.01% 411

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiverton Asset Management's UNM Position: Q3 2019 in Review

Tiverton Asset Management increased its Unum (UNM) stake by 73% in Q3 2019, buying an estimated $194K and bringing the position to 15,436 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #410.

Tiverton Asset Management first reported a position in UNM in Q4 2017 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Tiverton Asset Management held 15,436 shares of Unum worth $459K as of Q3 2019.
  • Tiverton Asset Management bought 6,520 Unum shares in Q3 2019, an estimated $194K.
  • Unum made up 0.02% of Tiverton Asset Management's portfolio in Q3 2019, its #410 holding.
  • Tiverton Asset Management first reported a position in Unum in Q4 2017 and has held it in 4 quarters since.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.