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Wolf Group Capital Advisors’s Unum UNM Stock Holding History

Wolf Group Capital 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
2020
Q3 		– Sell
-68,635
Closed -$1.14M – 87
2020
Q2 		$1.14M Buy
68,635
+5,345
+8% +$84.3K 0.85% 42
2020
Q1 		$950K Buy
+63,290
New +$1.52M 0.79% 46

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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wolf Group Capital Advisors's UNM Position: Q3 2020 in Review

Wolf Group Capital Advisors sold out of Unum (UNM) in Q3 2020, closing a stake of 68,635 shares — an estimated $1.14M sold.

Wolf Group Capital Advisors first reported a position in UNM in Q1 2020 and held it in 2 quarters. The position peaked at $1.14M in Q2 2020. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

  • Wolf Group Capital Advisors reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 68,635 Unum shares in Q3 2020, an estimated $1.14M.
  • Wolf Group Capital Advisors first reported a position in Unum in Q1 2020 and held it in 2 quarters.
  • Wolf Group Capital Advisors's Unum position peaked at $1.14M in Q2 2020.
  • 391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.