Legacy Wealth Asset Management’s Horace Mann Educators HMN Stock Holding History

Legacy Wealth Asset Management’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	-8,592	Closed	-$255K	–	339
2023 Q2	$255K	Sell	8,592 -89	-1%	-$2.83K	0.09%	306
2023 Q1	$291K	Sell	8,681 -200	-2%	-$7.15K	0.1%	289
2022 Q4	$332K	Buy	8,881 +81	+0.9%	+$3.05K	0.13%	279
2022 Q3	$311K	Sell	8,800 -69	-0.8%	-$2.48K	0.14%	258
2022 Q2	$340K	Buy	8,869 +279	+3%	+$10.9K	0.14%	214
2022 Q1	$359K	Buy	8,590 +252	+3%	+$10.1K	0.13%	227
2021 Q4	$323K	Buy	8,338 +131	+2%	+$5.14K	0.11%	254
2021 Q3	$327K	Buy	8,207 +38	+0.5%	+$1.51K	0.15%	229
2021 Q2	$306K	Buy	8,169 +91	+1%	+$3.63K	0.14%	244
2021 Q1	$349K	Sell	8,078 -13	-0.2%	-$538	0.16%	220
2020 Q4	$340K	Buy	+8,091	New	+$312K	0.17%	214

Other funds holding HMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Legacy Wealth Asset Management's HMN Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of Horace Mann Educators (HMN) in Q3 2023, closing a stake of 8,592 shares — an estimated $255K sold.

Legacy Wealth Asset Management first reported a position in HMN in Q4 2020 and held it in 11 quarters. The position peaked at $359K in Q1 2022. 197 funds tracked by Wall St. Rank hold HMN as of Q3 2023.

Legacy Wealth Asset Management reported no remaining Horace Mann Educators position as of Q3 2023 after selling out during the quarter.
Legacy Wealth Asset Management sold 8,592 Horace Mann Educators shares in Q3 2023, an estimated $255K.
Legacy Wealth Asset Management first reported a position in Horace Mann Educators in Q4 2020 and held it in 11 quarters.
Legacy Wealth Asset Management's Horace Mann Educators position peaked at $359K in Q1 2022.
197 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.