Zeke Capital Advisors’s Unum UNM Stock Holding History

Zeke 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 Q1	–	Sell	-26,323	Closed	-$768K	–	496
2019 Q4	$768K	Sell	26,323 -7,087	-21%	-$206K	0.06%	269
2019 Q3	$993K	Buy	+33,410	New	+$992K	0.09%	191
2018 Q4	–	Sell	-21,063	Closed	-$823K	–	646
2018 Q3	$823K	Sell	21,063 -339	-2%	-$12.6K	0.07%	283
2018 Q2	$792K	Buy	+21,402	New	+$893K	0.07%	226

Other funds holding UNM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Zeke Capital Advisors's UNM Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Unum (UNM) in Q1 2020, closing a stake of 26,323 shares — an estimated $768K sold.

Zeke Capital Advisors first reported a position in UNM in Q2 2018 and held it in 4 quarters. The position peaked at $993K in Q3 2019. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

Zeke Capital Advisors reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
Zeke Capital Advisors sold 26,323 Unum shares in Q1 2020, an estimated $768K.
Zeke Capital Advisors first reported a position in Unum in Q2 2018 and held it in 4 quarters.
Zeke Capital Advisors's Unum position peaked at $993K in Q3 2019.
421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.