WMG
UNM icon

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return