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Baldwin Wealth Partners’s Horace Mann Educators HMN Stock Holding History

Baldwin Wealth Partners’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-220
Closed -$7.37K – 773
2023
Q1 		$7.37K Hold
220
– – ﹤0.01% 644
2022
Q4 		$8.22K Hold
220
– – ﹤0.01% 622
2022
Q3 		$8K Hold
220
– – ﹤0.01% 532
2022
Q2 		$8K Hold
220
– – ﹤0.01% 554
2022
Q1 		$9K Sell
220
-125
-36% -$5.01K ﹤0.01% 552
2021
Q4 		$13K Hold
345
– – ﹤0.01% 484
2021
Q3 		$14K Sell
345
-120
-26% -$4.76K ﹤0.01% 485
2021
Q2 		$17K Sell
465
-100
-18% -$3.98K ﹤0.01% 482
2021
Q1 		$24K Sell
565
-31,043
-98% -$1.28M ﹤0.01% 434
2020
Q4 		$1.33M Sell
31,608
-77,683
-71% -$2.99M 0.17% 70
2020
Q3 		$3.65M Sell
109,291
-733
-0.7% -$27.3K 0.5% 51
2020
Q2 		$4.04M Sell
110,024
-781
-0.7% -$27.5K 0.59% 50
2020
Q1 		$4.05M Buy
110,805
+4,675
+4% +$193K 0.71% 43
2019
Q4 		$4.63M Buy
106,130
+1,565
+1% +$69.2K 0.65% 48
2019
Q3 		$4.84M Buy
104,565
+17,090
+20% +$748K 0.73% 45
2019
Q2 		$3.52M Sell
87,475
-2,204
-2% -$86.5K 0.52% 52
2019
Q1 		$3.16M Buy
89,679
+160
+0.2% +$6.19K 0.47% 54
2018
Q4 		$3.35M Buy
89,519
+4,421
+5% +$175K 0.56% 50
2018
Q3 		$3.82M Buy
85,098
+2,170
+3% +$98.7K 0.54% 51
2018
Q2 		$3.7M Buy
82,928
+1,645
+2% +$72.9K 0.57% 49
2018
Q1 		$3.48M Buy
81,283
+27,890
+52% +$1.19M 0.56% 52
2017
Q4 		$2.35M Buy
53,393
+1,240
+2% +$54.1K 0.37% 59
2017
Q3 		$2.05M Buy
52,153
+9,363
+22% +$345K 0.33% 56
2017
Q2 		$1.62M Buy
+42,790
New +$1.65M 0.26% 62
2016
Q2 		– Sell
-1,903
Closed -$60K – 465
2016
Q1 		$60K Buy
+1,903
New +$58.4K 0.01% 287

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Baldwin Wealth Partners's HMN Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of Horace Mann Educators (HMN) in Q2 2023, closing a stake of 220 shares — an estimated $7.37K sold.

Baldwin Wealth Partners first reported a position in HMN in Q1 2016 and held it in 25 quarters. The position peaked at $4.84M in Q3 2019. 201 funds tracked by Wall St. Rank hold HMN as of Q2 2023.

  • Baldwin Wealth Partners reported no remaining Horace Mann Educators position as of Q2 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 220 Horace Mann Educators shares in Q2 2023, an estimated $7.37K.
  • Baldwin Wealth Partners first reported a position in Horace Mann Educators in Q1 2016 and held it in 25 quarters.
  • Baldwin Wealth Partners's Horace Mann Educators position peaked at $4.84M in Q3 2019.
  • 201 funds tracked by Wall St. Rank held Horace Mann Educators as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.