TCM
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Tuttle Capital Management’s Unum UNM Stock Holding History

Tuttle Capital 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
2021
Q1 		– Sell
-12,282
Closed -$282K – 313
2020
Q4 		$282K Buy
+12,282
New +$254K 0.22% 140
2018
Q3 		– Sell
-4,490
Closed -$166K – 186
2018
Q2 		$166K Buy
+4,490
New +$187K 0.11% 104

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tuttle Capital Management's UNM Position: Q1 2021 in Review

Tuttle Capital Management sold out of Unum (UNM) in Q1 2021, closing a stake of 12,282 shares — an estimated $282K sold.

Tuttle Capital Management first reported a position in UNM in Q2 2018 and held it in 2 quarters. The position peaked at $282K in Q4 2020. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • Tuttle Capital Management reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 12,282 Unum shares in Q1 2021, an estimated $282K.
  • Tuttle Capital Management first reported a position in Unum in Q2 2018 and held it in 2 quarters.
  • Tuttle Capital Management's Unum position peaked at $282K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Tuttle Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.