Financial Gravity Asset Management’s CNO Financial Group CNO Stock Holding History

Financial Gravity Asset Management’s Portfolio CNO Stock Details CNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19	Closed	-$514	–	1627
2024 Q1	$514	Buy	+19	New	+$513	﹤0.01%	1366
2023 Q3	–	Sell	-24	Closed	-$674	–	1340
2023 Q2	$674	Buy	+24	New	+$535	﹤0.01%	931
2023 Q1	–	Sell	-23	Closed	-$459	–	1231
2022 Q4	$459	Buy	+23	New	+$496	﹤0.01%	817
2021 Q1	–	Sell	-30	Closed	-$1K	–	785
2020 Q4	$1K	Buy	+30	New	+$611	﹤0.01%	383
2020 Q2	–	Sell	-432	Closed	-$5.35K	–	171
2020 Q1	$5.35K	Sell	432 -212	-33%	-$3.47K	0.02%	320
2019 Q4	$18K	Sell	644 -20	-3%	-$340	0.01%	1044
2019 Q3	$11K	Buy	664 +244	+58%	+$3.86K	0.01%	591
2019 Q2	$7K	Buy	420 +90	+27%	+$1.49K	0.01%	638
2019 Q1	$5K	Buy	+330	New	+$5.59K	﹤0.01%	673
2018 Q3	$6K	Buy	348 +13	+4%	+$273	0.01%	673
2018 Q2	$7K	Sell	335 -35	-9%	-$724	0.01%	643
2018 Q1	$8K	Buy	+370	New	+$8.71K	0.01%	615

Other funds holding CNO

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's CNO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of CNO Financial Group (CNO) in Q2 2024, closing a stake of 19 shares — an estimated $514 sold.

Financial Gravity Asset Management first reported a position in CNO in Q1 2018 and held it in 12 quarters. The position peaked at $18K in Q4 2019. 291 funds tracked by Wall St. Rank hold CNO as of Q2 2024.

Financial Gravity Asset Management reported no remaining CNO Financial Group position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 19 CNO Financial Group shares in Q2 2024, an estimated $514.
Financial Gravity Asset Management first reported a position in CNO Financial Group in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's CNO Financial Group position peaked at $18K in Q4 2019.
291 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.