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TrueWealth LLC’s Unum UNM Stock Holding History

TrueWealth LLC’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 		$0 Buy
29
+1
+4% +$16 ﹤0.01% 773
2020
Q1 		$0 Hold
28
– – ﹤0.01% 797
2019
Q4 		$1K Hold
28
– – ﹤0.01% 721
2019
Q3 		$1K Hold
28
– – ﹤0.01% 690
2019
Q2 		$1K Buy
28
+1
+4% +$35 ﹤0.01% 711
2019
Q1 		$1K Hold
27
– – ﹤0.01% 715
2018
Q4 		$1K Hold
27
– – ﹤0.01% 719
2018
Q3 		$1K Hold
27
– – ﹤0.01% 798
2018
Q2 		$1K Buy
+27
New +$1.13K ﹤0.01% 810

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

TrueWealth LLC's UNM Position: Q2 2020 in Review

TrueWealth LLC increased its Unum (UNM) stake by 3.6% in Q2 2020, buying an estimated $16 and bringing the position to 29 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #773.

TrueWealth LLC first reported a position in UNM in Q2 2018 and has held it in 9 quarters since. The position peaked at $1K in Q4 2019. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • TrueWealth LLC held 29 shares of Unum worth $0 as of Q2 2020.
  • TrueWealth LLC bought 1 Unum share in Q2 2020, an estimated $16.
  • Unum made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #773 holding.
  • TrueWealth LLC first reported a position in Unum in Q2 2018 and has held it in 9 quarters since.
  • TrueWealth LLC's Unum position peaked at $1K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.