WCM
UNM icon

Weld Capital Management’s Unum UNM Stock Holding History

Weld 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
-20,876
Closed -$479K – 558
2020
Q4 		$479K Buy
+20,876
New +$432K 0.19% 186
2020
Q1 		– Sell
-110,673
Closed -$3.23M – 722
2019
Q4 		$3.23M Buy
+110,673
New +$3.22M 0.62% 5
2019
Q3 		– Sell
-6,056
Closed -$203K – 1020
2019
Q2 		$203K Sell
6,056
-10,839
-64% -$375K 0.04% 648
2019
Q1 		$572K Sell
16,895
-28,274
-63% -$984K 0.1% 354
2018
Q4 		$1.33M Buy
+45,169
New +$1.58M 0.3% 78

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

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

Weld Capital Management sold out of Unum (UNM) in Q1 2021, closing a stake of 20,876 shares — an estimated $479K sold.

Weld Capital Management first reported a position in UNM in Q4 2018 and held it in 5 quarters. The position peaked at $3.23M in Q4 2019. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • Weld Capital Management reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 20,876 Unum shares in Q1 2021, an estimated $479K.
  • Weld Capital Management first reported a position in Unum in Q4 2018 and held it in 5 quarters.
  • Weld Capital Management's Unum position peaked at $3.23M in Q4 2019.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.