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Lake Point Wealth Management’s Kemper KMPR Stock Holding History

Lake Point Wealth 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
Q1 		$20K Hold
270
– – 0.02% 81
2019
Q4 		$21K Buy
+270
New +$20.1K 0.01% 203
2019
Q2 		$23K Hold
270
– – 0.01% 223
2019
Q1 		$23K Hold
270
– – 0.01% 223
2018
Q4 		$18K Buy
+270
New +$19.7K 0.01% 365

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lake Point Wealth Management's KMPR Position: Q1 2020 in Review

Lake Point Wealth Management held its Kemper (KMPR) position steady in Q1 2020 at 270 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #81.

Lake Point Wealth Management first reported a position in KMPR in Q4 2018 and has held it in 5 quarters since. The position peaked at $23K in Q2 2019. 235 funds tracked by Wall St. Rank hold KMPR as of Q1 2020.

  • Lake Point Wealth Management held 270 shares of Kemper worth $20K as of Q1 2020.
  • Lake Point Wealth Management left its Kemper share count unchanged in Q1 2020.
  • Kemper made up 0.02% of Lake Point Wealth Management's portfolio in Q1 2020, its #81 holding.
  • Lake Point Wealth Management first reported a position in Kemper in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Kemper position peaked at $23K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held Kemper as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.