Everence Capital Management’s Horace Mann Educators HMN Stock Holding History

Everence Capital Management’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
2024 Q3	–	Sell	-5,960	Closed	-$220	–	781
2024 Q2	$220	Hold	5,960	–	–	0.02%	656
2024 Q1	$220	Buy	+5,960	New	+$211K	0.01%	683
2023 Q1	–	Sell	-5,960	Closed	-$223	–	768
2022 Q4	$223	Buy	+5,960	New	+$225K	0.02%	650
2021 Q4	–	Sell	-5,790	Closed	-$230K	–	772
2021 Q3	$230K	Buy	+5,790	New	+$230K	0.02%	645
2021 Q1	–	Sell	-5,440	Closed	-$229K	–	728
2020 Q4	$229K	Sell	5,440 -2,440	-31%	-$94K	0.02%	608
2020 Q3	$263K	Hold	7,880	–	–	0.03%	502
2020 Q2	$288K	Hold	7,880	–	–	0.03%	465
2020 Q1	$288K	Buy	7,880 +2,500	+46%	+$103K	0.04%	388
2019 Q4	$235K	Hold	5,380	–	–	0.04%	557
2019 Q3	$249K	Hold	5,380	–	–	0.04%	493
2019 Q2	$217K	Buy	+5,380	New	+$211K	0.04%	536

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

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Everence Capital Management's HMN Position: Q3 2024 in Review

Everence Capital Management sold out of Horace Mann Educators (HMN) in Q3 2024, closing a stake of 5,960 shares — an estimated $220 sold.

Everence Capital Management first reported a position in HMN in Q2 2019 and held it in 11 quarters. The position peaked at $288K in Q2 2020. 231 funds tracked by Wall St. Rank hold HMN as of Q3 2024.

Everence Capital Management reported no remaining Horace Mann Educators position as of Q3 2024 after selling out during the quarter.
Everence Capital Management sold 5,960 Horace Mann Educators shares in Q3 2024, an estimated $220.
Everence Capital Management first reported a position in Horace Mann Educators in Q2 2019 and held it in 11 quarters.
Everence Capital Management's Horace Mann Educators position peaked at $288K in Q2 2020.
231 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2024.

Based on Everence Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.