West Paces Advisors’s Unum UNM Stock Holding History

West Paces Advisors’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 Q4	–	Sell	-48	Closed	-$1.43K	–	497
2019 Q3	$1.43K	Sell	48 -33	-41%	-$980	﹤0.01%	458
2019 Q2	$2.72K	Hold	81	–	–	﹤0.01%	423
2019 Q1	$2.74K	Hold	81	–	–	﹤0.01%	424
2018 Q4	$2.38K	Hold	81	–	–	﹤0.01%	434
2018 Q3	$3.17K	Hold	81	–	–	﹤0.01%	419
2018 Q2	$3K	Hold	81	–	–	﹤0.01%	429
2018 Q1	$3.86K	Hold	81	–	–	﹤0.01%	382
2017 Q4	$4.45K	Sell	81 -28	-26%	-$1.5K	﹤0.01%	391
2017 Q3	$5.57K	Hold	109	–	–	﹤0.01%	380
2017 Q2	$5.08K	Hold	109	–	–	﹤0.01%	387
2017 Q1	$5.11K	Hold	109	–	–	﹤0.01%	384
2016 Q4	$4.79K	Buy	+109	New	+$4.36K	﹤0.01%	411

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Paces Advisors's UNM Position: Q4 2019 in Review

West Paces Advisors sold out of Unum (UNM) in Q4 2019, closing a stake of 48 shares — an estimated $1.43K sold.

West Paces Advisors first reported a position in UNM in Q4 2016 and held it in 12 quarters. The position peaked at $5.57K in Q3 2017. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

West Paces Advisors reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
West Paces Advisors sold 48 Unum shares in Q4 2019, an estimated $1.43K.
West Paces Advisors first reported a position in Unum in Q4 2016 and held it in 12 quarters.
West Paces Advisors's Unum position peaked at $5.57K in Q3 2017.
467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on West Paces Advisors's 13F filing for Q4 2019, filed 22 Dec 2023.