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Goelzer Investment Management’s Kemper KMPR Stock Holding History

Goelzer Investment Management’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
2020
Q4 		– Sell
-24,155
Closed -$1.61M – 227
2020
Q3 		$1.61M Sell
24,155
-650
-3% -$49.3K 0.15% 146
2020
Q2 		$1.8M Buy
24,805
+407
+2% +$27.2K 0.17% 140
2020
Q1 		$1.81M Sell
24,398
-713
-3% -$53.4K 0.21% 121
2019
Q4 		$1.95M Sell
25,111
-531
-2% -$39.6K 0.17% 146
2019
Q3 		$2M Buy
25,642
+545
+2% +$43.5K 0.18% 140
2019
Q2 		$2.17M Buy
25,097
+1,787
+8% +$153K 0.2% 139
2019
Q1 		$1.77M Buy
+23,310
New +$1.79M 0.17% 153

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goelzer Investment Management's KMPR Position: Q4 2020 in Review

Goelzer Investment Management sold out of Kemper (KMPR) in Q4 2020, closing a stake of 24,155 shares — an estimated $1.61M sold.

Goelzer Investment Management first reported a position in KMPR in Q1 2019 and held it in 7 quarters. The position peaked at $2.17M in Q2 2019. 255 funds tracked by Wall St. Rank hold KMPR as of Q4 2020.

  • Goelzer Investment Management reported no remaining Kemper position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 24,155 Kemper shares in Q4 2020, an estimated $1.61M.
  • Goelzer Investment Management first reported a position in Kemper in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's Kemper position peaked at $2.17M in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Kemper as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.