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BerganKDV Wealth Management’s Kemper KMPR Stock Holding History

BerganKDV Wealth Management’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-41
Closed -$3K – 1095
2021
Q3 		$3K Buy
+41
New +$2.78K ﹤0.01% 827

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BerganKDV Wealth Management's KMPR Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Kemper (KMPR) in Q4 2021, closing a stake of 41 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in KMPR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 231 funds tracked by Wall St. Rank hold KMPR as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Kemper position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 41 Kemper shares in Q4 2021, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Kemper in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Kemper position peaked at $3K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Kemper as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.