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Chartwell Investment Partners’s Kemper KMPR Stock Holding History

Chartwell Investment Partners’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
2024
Q3 		$13.5M Sell
220,371
-34,124
-13% -$2.1M 0.46% 49
2024
Q2 		$15.1M Buy
254,495
+14,344
+6% +$842K 0.53% 36
2024
Q1 		$14.9M Sell
240,151
-53,055
-18% -$3.04M 0.51% 34
2023
Q4 		$14.3M Sell
293,206
-8,973
-3% -$392K 0.5% 42
2023
Q3 		$12.7M Buy
302,179
+105,624
+54% +$5.01M 0.49% 46
2023
Q2 		$9.49M Sell
196,555
-4,598
-2% -$223K 0.34% 97
2023
Q1 		$11M Buy
201,153
+43,932
+28% +$2.55M 0.42% 73
2022
Q4 		$7.74M Sell
157,221
-5,303
-3% -$267K 0.31% 115
2022
Q3 		$6.71M Sell
162,524
-3,072
-2% -$144K 0.28% 127
2022
Q2 		$7.93M Sell
165,596
-1,793
-1% -$89.8K 0.32% 110
2022
Q1 		$9.46M Sell
167,389
-47,870
-22% -$2.66M 0.32% 117
2021
Q4 		$12.7M Sell
215,259
-4,057
-2% -$247K 0.37% 101
2021
Q3 		$14.6M Sell
219,316
-23,553
-10% -$1.6M 0.46% 71
2021
Q2 		$17.9M Sell
242,869
-2,553
-1% -$197K 0.53% 53
2021
Q1 		$19.6M Buy
245,422
+87,426
+55% +$6.74M 0.59% 47
2020
Q4 		$12.1M Sell
157,996
-2,552
-2% -$181K 0.39% 95
2020
Q3 		$10.7M Buy
160,548
+51,343
+47% +$3.9M 0.39% 97
2020
Q2 		$7.92M Buy
+109,205
New +$7.3M 0.31% 135

Other funds holding KMPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Chartwell Investment Partners's KMPR Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Kemper (KMPR) stake by 13% in Q3 2024, selling an estimated $2.1M and leaving 220,371 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #49.

Chartwell Investment Partners first reported a position in KMPR in Q2 2020 and has held it in 18 quarters since. The position peaked at $19.6M in Q1 2021. 289 funds tracked by Wall St. Rank hold KMPR as of Q3 2024.

  • Chartwell Investment Partners held 220,371 shares of Kemper worth $13.5M as of Q3 2024.
  • Chartwell Investment Partners sold 34,124 Kemper shares in Q3 2024, an estimated $2.1M.
  • Kemper made up 0.46% of Chartwell Investment Partners's portfolio in Q3 2024, its #49 holding.
  • Chartwell Investment Partners first reported a position in Kemper in Q2 2020 and has held it in 18 quarters since.
  • Chartwell Investment Partners's Kemper position peaked at $19.6M in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Kemper as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.