FG
KMPR icon

Formula Growth’s Kemper KMPR Stock Holding History

Formula Growth’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
Q1 		– Sell
-10,000
Closed -$768K – 172
2020
Q4 		$768K Sell
10,000
-11,806
-54% -$839K 0.13% 129
2020
Q3 		$1.46M Hold
21,806
– – 0.27% 102
2020
Q2 		$1.58M Sell
21,806
-2,500
-10% -$167K 0.27% 89
2020
Q1 		$1.81M Hold
24,306
– – 0.35% 69
2019
Q4 		$1.88M Hold
24,306
– – 0.24% 87
2019
Q3 		$1.9M Sell
24,306
-2,000
-8% -$160K 0.28% 84
2019
Q2 		$2.27M Hold
26,306
– – 0.32% 75
2019
Q1 		$2M Hold
26,306
– – 0.28% 79
2018
Q4 		$1.75M Hold
26,306
– – 0.29% 75
2018
Q3 		$2.12M Buy
+26,306
New +$2.06M 0.24% 80

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Formula Growth's KMPR Position: Q1 2021 in Review

Formula Growth sold out of Kemper (KMPR) in Q1 2021, closing a stake of 10,000 shares — an estimated $768K sold.

Formula Growth first reported a position in KMPR in Q3 2018 and held it in 10 quarters. The position peaked at $2.27M in Q2 2019. 243 funds tracked by Wall St. Rank hold KMPR as of Q1 2021.

  • Formula Growth reported no remaining Kemper position as of Q1 2021 after selling out during the quarter.
  • Formula Growth sold 10,000 Kemper shares in Q1 2021, an estimated $768K.
  • Formula Growth first reported a position in Kemper in Q3 2018 and held it in 10 quarters.
  • Formula Growth's Kemper position peaked at $2.27M in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Kemper as of Q1 2021.

Based on Formula Growth's 13F filing for Q1 2021, filed 14 May 2021.