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JP Morgan Private Wealth Advisors’s Horace Mann Educators HMN Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		– Sell
-8,601
Closed -$255K – 1742
2023
Q2 		$255K Sell
8,601
-6,699
-44% -$213K ﹤0.01% 1303
2023
Q1 		$512K Buy
15,300
+1,484
+11% +$53K ﹤0.01% 1470
2022
Q4 		$516K Sell
13,816
-1,043
-7% -$39.3K ﹤0.01% 1464
2022
Q3 		$524K Buy
14,859
+2,198
+17% +$79.2K ﹤0.01% 1434
2022
Q2 		$486K Sell
12,661
-736
-5% -$28.7K ﹤0.01% 1467
2022
Q1 		$560K Buy
13,397
+1,822
+16% +$73.1K ﹤0.01% 1487
2021
Q4 		$448K Sell
11,575
-3,408
-23% -$134K ﹤0.01% 1594
2021
Q3 		$596K Buy
14,983
+107
+0.7% +$4.24K ﹤0.01% 1431
2021
Q2 		$557K Buy
14,876
+155
+1% +$6.17K ﹤0.01% 1438
2021
Q1 		$636K Buy
14,721
+298
+2% +$12.3K ﹤0.01% 1229
2020
Q4 		$606K Sell
14,423
-462
-3% -$17.8K ﹤0.01% 1216
2020
Q3 		$497K Buy
14,885
+406
+3% +$15.1K ﹤0.01% 1155
2020
Q2 		$532K Buy
+14,479
New +$509K ﹤0.01% 1060
2017
Q2 		– Sell
-12,218
Closed -$501K – 1277
2017
Q1 		$501K Sell
12,218
-870
-7% -$36.5K ﹤0.01% 853
2016
Q4 		$560K Sell
13,088
-3,990
-23% -$156K ﹤0.01% 763
2016
Q3 		$626K Sell
17,078
-113
-0.7% -$4K 0.01% 715
2016
Q2 		$582K Sell
17,191
-212
-1% -$6.89K 0.01% 738
2016
Q1 		$551K Buy
17,403
+323
+2% +$9.9K 0.01% 720
2015
Q4 		$566K Buy
17,080
+340
+2% +$11.6K 0.01% 653
2015
Q3 		$556K Hold
16,740
– – 0.01% 583
2015
Q2 		$609K Hold
16,740
– – 0.01% 615
2015
Q1 		$573K Sell
16,740
-860
-5% -$27.7K 0.01% 683
2014
Q4 		$584K Sell
17,600
-280
-2% -$8.62K 0.01% 664
2014
Q3 		$510K Hold
17,880
– – 0.01% 685
2014
Q2 		$559K Buy
17,880
+605
+4% +$17.9K 0.01% 534
2014
Q1 		$501K Buy
+17,275
New +$499K 0.01% 565

Other funds holding HMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HMN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Horace Mann Educators (HMN) in Q3 2023, closing a stake of 8,601 shares — an estimated $255K sold.

JP Morgan Private Wealth Advisors first reported a position in HMN in Q1 2014 and held it in 26 quarters. The position peaked at $636K in Q1 2021. 197 funds tracked by Wall St. Rank hold HMN as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Horace Mann Educators position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,601 Horace Mann Educators shares in Q3 2023, an estimated $255K.
  • JP Morgan Private Wealth Advisors first reported a position in Horace Mann Educators in Q1 2014 and held it in 26 quarters.
  • JP Morgan Private Wealth Advisors's Horace Mann Educators position peaked at $636K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.