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WESCAP Management Group’s Unum UNM Stock Holding History

WESCAP Management Group’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 		– Sell
-30,313
Closed -$454K – 92
2020
Q1 		$454K Sell
30,313
-6,587
-18% -$158K 0.19% 66
2019
Q4 		$1.08M Sell
36,900
-1,240
-3% -$36.1K 0.42% 48
2019
Q3 		$1.13M Buy
38,140
+2,794
+8% +$83K 0.47% 45
2019
Q2 		$1.19M Sell
35,346
-1,659
-4% -$57.5K 0.49% 43
2019
Q1 		$1.25M Sell
37,005
-425
-1% -$14.8K 0.53% 38
2018
Q4 		$1.1M Sell
37,430
-1,126
-3% -$39.4K 0.53% 40
2018
Q3 		$1.51M Sell
38,556
-244
-0.6% -$9.1K 0.76% 30
2018
Q2 		$1.44M Buy
38,800
+1,878
+5% +$78.3K 0.69% 33
2018
Q1 		$1.76M Sell
36,922
-754
-2% -$39.4K 0.7% 34
2017
Q4 		$2.07M Buy
37,676
+457
+1% +$24.5K 0.81% 31
2017
Q3 		$1.9M Sell
37,219
-1,166
-3% -$56.9K 0.86% 31
2017
Q2 		$1.79M Buy
38,385
+311
+0.8% +$14.3K 0.84% 29
2017
Q1 		$1.78M Sell
38,074
-5,507
-13% -$258K 0.87% 31
2016
Q4 		$1.92M Sell
43,581
-790
-2% -$31.6K 0.98% 23
2016
Q3 		$1.57M Sell
44,371
-236
-0.5% -$7.99K 0.82% 27
2016
Q2 		$1.42M Buy
44,607
+1,854
+4% +$62.7K 0.7% 33
2016
Q1 		$1.32M Sell
42,753
-3,587
-8% -$105K 0.67% 30
2015
Q4 		$1.54M Buy
+46,340
New +$1.6M 0.83% 23

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

WESCAP Management Group's UNM Position: Q2 2020 in Review

WESCAP Management Group sold out of Unum (UNM) in Q2 2020, closing a stake of 30,313 shares — an estimated $454K sold.

WESCAP Management Group first reported a position in UNM in Q4 2015 and held it in 18 quarters. The position peaked at $2.07M in Q4 2017. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • WESCAP Management Group reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • WESCAP Management Group sold 30,313 Unum shares in Q2 2020, an estimated $454K.
  • WESCAP Management Group first reported a position in Unum in Q4 2015 and held it in 18 quarters.
  • WESCAP Management Group's Unum position peaked at $2.07M in Q4 2017.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on WESCAP Management Group's 13F filing for Q2 2020, filed 6 Aug 2020.