VCM
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Vigilant Capital Management’s Unum UNM Stock Holding History

Vigilant 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
2019
Q2 		– Sell
-1,553
Closed -$53K – 483
2019
Q1 		$53K Sell
1,553
-4,276
-73% -$149K 0.01% 242
2018
Q4 		$171K Sell
5,829
-2,000
-26% -$70K 0.03% 133
2018
Q3 		$306K Buy
+7,829
New +$292K 0.04% 106
2014
Q4 		– Sell
-55
Closed -$2K – 331
2014
Q3 		$2K Buy
+55
New +$1.93K ﹤0.01% 284

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vigilant Capital Management's UNM Position: Q2 2019 in Review

Vigilant Capital Management sold out of Unum (UNM) in Q2 2019, closing a stake of 1,553 shares — an estimated $53K sold.

Vigilant Capital Management first reported a position in UNM in Q3 2014 and held it in 4 quarters. The position peaked at $306K in Q3 2018. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

  • Vigilant Capital Management reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
  • Vigilant Capital Management sold 1,553 Unum shares in Q2 2019, an estimated $53K.
  • Vigilant Capital Management first reported a position in Unum in Q3 2014 and held it in 4 quarters.
  • Vigilant Capital Management's Unum position peaked at $306K in Q3 2018.
  • 490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Vigilant Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.