Berman Capital Advisors’s Horace Mann Educators HMN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Hold	39	–	–	﹤0.01%	1877
2021 Q2	$1K	Sell	39 -5	-11%	-$199	﹤0.01%	1745
2021 Q1	$1K	Sell	44 -45	-51%	-$1.86K	﹤0.01%	1642
2020 Q4	$3K	Sell	89 -19	-18%	-$732	﹤0.01%	1299
2020 Q3	$3K	Buy	108 +1	+0.9%	+$37	﹤0.01%	1198
2020 Q2	$3K	Sell	107 -71	-40%	-$2.5K	﹤0.01%	1140
2020 Q1	$6K	Sell	178 -3	-2%	-$124	﹤0.01%	835
2019 Q4	$7K	Buy	181 +1	+0.6%	+$44	﹤0.01%	878
2019 Q3	$8K	Buy	180 +1	+0.6%	+$44	﹤0.01%	787
2019 Q2	$7K	Buy	179 +122	+214%	+$4.79K	﹤0.01%	861
2019 Q1	$2K	Hold	57	–	–	﹤0.01%	1094
2018 Q4	$2K	Buy	+57	New	+$2.25K	﹤0.01%	866

Other funds holding HMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Berman Capital Advisors's HMN Position: Q3 2021 in Review

Berman Capital Advisors held its Horace Mann Educators (HMN) position steady in Q3 2021 at 39 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Berman Capital Advisors first reported a position in HMN in Q4 2018 and has held it in 12 quarters since. The position peaked at $8K in Q3 2019. 203 funds tracked by Wall St. Rank hold HMN as of Q3 2021.

Berman Capital Advisors held 39 shares of Horace Mann Educators worth $1K as of Q3 2021.
Berman Capital Advisors left its Horace Mann Educators share count unchanged in Q3 2021.
Horace Mann Educators made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1877 holding.
Berman Capital Advisors first reported a position in Horace Mann Educators in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Horace Mann Educators position peaked at $8K in Q3 2019.
203 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.