WEC
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Winslow Evans & Crocker’s Unum UNM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$17K Buy
757
+300
+66% +$6.2K ﹤0.01% 834
2020
Q3 		$8K Hold
457
– – ﹤0.01% 800
2020
Q2 		$8K Sell
457
-1
-0.2% -$16 ﹤0.01% 789
2020
Q1 		$8K Hold
458
– – ﹤0.01% 772
2019
Q4 		$14K Hold
458
– – ﹤0.01% 753
2019
Q3 		$14K Hold
458
– – ﹤0.01% 733
2019
Q2 		$16K Hold
458
– – ﹤0.01% 726
2019
Q1 		$16K Hold
458
– – ﹤0.01% 724
2018
Q4 		$14K Hold
458
– – ﹤0.01% 714
2018
Q3 		$18K Hold
458
– – 0.01% 695
2018
Q2 		$18K Hold
458
– – 0.01% 698
2018
Q1 		$21.8K Hold
458
– – 0.01% 631
2017
Q4 		$25.1K Hold
458
– – 0.01% 615
2017
Q3 		$23.4K Sell
458
-299
-39% -$14.6K 0.01% 625
2017
Q2 		$35.3K Sell
757
-1
-0.1% -$46 0.01% 633
2017
Q1 		$35.5K Hold
758
– – 0.01% 611
2016
Q4 		$33.3K Hold
758
– – 0.01% 629
2016
Q3 		$26.7K Hold
758
– – 0.01% 674
2016
Q2 		$24.1K Buy
758
+1
+0.1% +$34 0.01% 656
2016
Q1 		$23.4K Sell
757
-99
-12% -$2.9K 0.01% 658
2015
Q4 		$28.4K Hold
856
– – 0.01% 661
2015
Q3 		$27.4K Hold
856
– – 0.01% 642
2015
Q2 		$30.5K Hold
856
– – 0.01% 664
2015
Q1 		$28.8K Hold
856
– – 0.01% 655
2014
Q4 		$29.8K Buy
856
+398
+87% +$13.4K 0.01% 645
2014
Q3 		$15.7K Sell
458
-96
-17% -$3.38K ﹤0.01% 799
2014
Q2 		$19.3K Buy
554
+97
+21% +$3.31K 0.01% 688
2014
Q1 		$16.1K Sell
457
-20
-4% -$683 0.01% 718
2013
Q4 		$17K Buy
+477
New +$15.6K 0.01% 749

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

Winslow Evans & Crocker's UNM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Unum (UNM) stake by 66% in Q4 2020, buying an estimated $6.2K and bringing the position to 757 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Winslow Evans & Crocker first reported a position in UNM in Q4 2013 and has held it in 29 quarters since. The position peaked at $35.5K in Q1 2017. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2020.

  • Winslow Evans & Crocker held 757 shares of Unum worth $17K as of Q4 2020.
  • Winslow Evans & Crocker bought 300 Unum shares in Q4 2020, an estimated $6.2K.
  • Unum made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #834 holding.
  • Winslow Evans & Crocker first reported a position in Unum in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Unum position peaked at $35.5K in Q1 2017.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.