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USA Financial Formulas’s Unum UNM Stock Holding History

USA Financial Formulas’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
2018
Q1 		– Sell
-8,583
Closed -$471K – 416
2017
Q4 		$471K Sell
8,583
-1,577
-16% -$84.7K 0.11% 163
2017
Q3 		$519K Buy
+10,160
New +$496K 0.12% 165
2017
Q2 		– Sell
-9,949
Closed -$467K – 320
2017
Q1 		$467K Sell
9,949
-986
-9% -$46.2K 0.11% 167
2016
Q4 		$480K Sell
10,935
-1,719
-14% -$68.8K 0.12% 153
2016
Q3 		$447K Sell
12,654
-102
-0.8% -$3.45K 0.11% 156
2016
Q2 		$406K Buy
+12,756
New +$431K 0.11% 153

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

USA Financial Formulas's UNM Position: Q1 2018 in Review

USA Financial Formulas sold out of Unum (UNM) in Q1 2018, closing a stake of 8,583 shares — an estimated $471K sold.

USA Financial Formulas first reported a position in UNM in Q2 2016 and held it in 6 quarters. The position peaked at $519K in Q3 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • USA Financial Formulas reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • USA Financial Formulas sold 8,583 Unum shares in Q1 2018, an estimated $471K.
  • USA Financial Formulas first reported a position in Unum in Q2 2016 and held it in 6 quarters.
  • USA Financial Formulas's Unum position peaked at $519K in Q3 2017.
  • 550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on USA Financial Formulas's 13F filing for Q1 2018, filed 3 Apr 2018.