FI
KMPR icon

FormulaFolio Investments’s Kemper KMPR Stock Holding History

FormulaFolio Investments’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
2019
Q3 		– Sell
-3,276
Closed -$283K – 358
2019
Q2 		$283K Hold
3,276
– – 0.01% 277
2019
Q1 		$249K Hold
3,276
– – 0.01% 290
2018
Q4 		$264K Hold
3,276
– – 0.01% 280
2018
Q3 		$264K Hold
3,276
– – 0.01% 280
2018
Q2 		$248K Sell
3,276
-240
-7% -$16.9K 0.01% 273
2018
Q1 		$200K Hold
3,516
– – 0.01% 261
2017
Q4 		$242K Buy
+3,516
New +$227K 0.02% 232

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

FormulaFolio Investments's KMPR Position: Q3 2019 in Review

FormulaFolio Investments sold out of Kemper (KMPR) in Q3 2019, closing a stake of 3,276 shares — an estimated $283K sold.

FormulaFolio Investments first reported a position in KMPR in Q4 2017 and held it in 7 quarters. The position peaked at $283K in Q2 2019. 245 funds tracked by Wall St. Rank hold KMPR as of Q3 2019.

  • FormulaFolio Investments reported no remaining Kemper position as of Q3 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 3,276 Kemper shares in Q3 2019, an estimated $283K.
  • FormulaFolio Investments first reported a position in Kemper in Q4 2017 and held it in 7 quarters.
  • FormulaFolio Investments's Kemper position peaked at $283K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Kemper as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.