Colonial Trust’s Kemper KMPR Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-143	Closed	-$9.5K	–	1231
2024 Q4	$9.5K	Buy	+143	New	+$9.43K	﹤0.01%	951

Other funds holding KMPR

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Colonial Trust's KMPR Position: Q1 2025 in Review

Colonial Trust sold out of Kemper (KMPR) in Q1 2025, closing a stake of 143 shares — an estimated $9.5K sold.

Colonial Trust first reported a position in KMPR in Q4 2024 and held it in 1 quarter. The position peaked at $9.5K in Q4 2024. 320 funds tracked by Wall St. Rank hold KMPR as of Q1 2025.

Colonial Trust reported no remaining Kemper position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 143 Kemper shares in Q1 2025, an estimated $9.5K.
Colonial Trust first reported a position in Kemper in Q4 2024 and held it in 1 quarter.
Colonial Trust's Kemper position peaked at $9.5K in Q4 2024.
320 funds tracked by Wall St. Rank held Kemper as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.