Carroll Financial Associates’s Kemper KMPR Stock Holding History

Carroll Financial Associates’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	$10K	Hold	180	–	–	﹤0.01%	1162
2021 Q3	$12K	Hold	180	–	–	﹤0.01%	1144
2021 Q2	$13K	Hold	180	–	–	﹤0.01%	1215
2021 Q1	$14K	Hold	180	–	–	﹤0.01%	1128
2020 Q4	$13K	Hold	180	–	–	﹤0.01%	1036
2020 Q3	$12K	Hold	180	–	–	﹤0.01%	989
2020 Q2	$13K	Hold	180	–	–	﹤0.01%	970
2020 Q1	$13K	Hold	180	–	–	﹤0.01%	878
2019 Q4	$13K	Hold	180	–	–	﹤0.01%	981
2019 Q3	$14K	Hold	180	–	–	﹤0.01%	913
2019 Q2	$15K	Hold	180	–	–	﹤0.01%	897
2019 Q1	$13K	Hold	180	–	–	﹤0.01%	871
2018 Q4	$12K	Hold	180	–	–	﹤0.01%	799
2018 Q3	$14K	Hold	180	–	–	﹤0.01%	813
2018 Q2	$13K	Hold	180	–	–	﹤0.01%	796
2018 Q1	$10K	Hold	180	–	–	﹤0.01%	833
2017 Q4	$12K	Hold	180	–	–	﹤0.01%	782
2017 Q3	$9K	Hold	180	–	–	﹤0.01%	837
2017 Q2	$6K	Hold	180	–	–	﹤0.01%	945
2017 Q1	$7K	Hold	180	–	–	﹤0.01%	917
2016 Q4	$7K	Hold	180	–	–	﹤0.01%	878
2016 Q3	$7K	Hold	180	–	–	﹤0.01%	890
2016 Q2	$5K	Hold	180	–	–	﹤0.01%	927
2016 Q1	$5K	Buy	+180	New	+$5.4K	﹤0.01%	898

Other funds holding KMPR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Carroll Financial Associates's KMPR Position: Q4 2021 in Review

Carroll Financial Associates held its Kemper (KMPR) position steady in Q4 2021 at 180 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Carroll Financial Associates first reported a position in KMPR in Q1 2016 and has held it in 24 quarters since. The position peaked at $15K in Q2 2019. 231 funds tracked by Wall St. Rank hold KMPR as of Q4 2021.

Carroll Financial Associates held 180 shares of Kemper worth $10K as of Q4 2021.
Carroll Financial Associates left its Kemper share count unchanged in Q4 2021.
Kemper made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1162 holding.
Carroll Financial Associates first reported a position in Kemper in Q1 2016 and has held it in 24 quarters since.
Carroll Financial Associates's Kemper position peaked at $15K in Q2 2019.
231 funds tracked by Wall St. Rank held Kemper as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.