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Whalerock Point Partners’s Unum UNM Stock Holding History

Whalerock Point Partners’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
2018
Q2 		– Sell
-4,450
Closed -$212K – 174
2018
Q1 		$212K Buy
4,450
+400
+10% +$20.9K 0.07% 186
2017
Q4 		$222K Sell
4,050
-475
-10% -$25.5K 0.07% 183
2017
Q3 		$231K Hold
4,525
– – 0.08% 153
2017
Q2 		$211K Buy
+4,525
New +$208K 0.08% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Whalerock Point Partners's UNM Position: Q2 2018 in Review

Whalerock Point Partners sold out of Unum (UNM) in Q2 2018, closing a stake of 4,450 shares — an estimated $212K sold.

Whalerock Point Partners first reported a position in UNM in Q2 2017 and held it in 4 quarters. The position peaked at $231K in Q3 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Whalerock Point Partners reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 4,450 Unum shares in Q2 2018, an estimated $212K.
  • Whalerock Point Partners first reported a position in Unum in Q2 2017 and held it in 4 quarters.
  • Whalerock Point Partners's Unum position peaked at $231K in Q3 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.