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Lenox Wealth Advisors’s Kemper KMPR Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$16K Hold
300
– – ﹤0.01% 408
2021
Q4 		$18K Hold
300
– – ﹤0.01% 419
2021
Q3 		$20K Hold
300
– – ﹤0.01% 355
2021
Q2 		$22K Buy
+300
New +$23.1K ﹤0.01% 339
2020
Q2 		– Sell
-47
Closed -$3K – 698
2020
Q1 		$3K Buy
+47
New +$3.52K ﹤0.01% 510

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $455M AUM 27.07% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lenox Wealth Advisors's KMPR Position: Q1 2022 in Review

Lenox Wealth Advisors held its Kemper (KMPR) position steady in Q1 2022 at 300 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Lenox Wealth Advisors first reported a position in KMPR in Q1 2020 and has held it in 5 quarters since. The position peaked at $22K in Q2 2021. 223 funds tracked by Wall St. Rank hold KMPR as of Q1 2022.

  • Lenox Wealth Advisors held 300 shares of Kemper worth $16K as of Q1 2022.
  • Lenox Wealth Advisors left its Kemper share count unchanged in Q1 2022.
  • Kemper made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #408 holding.
  • Lenox Wealth Advisors first reported a position in Kemper in Q1 2020 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Kemper position peaked at $22K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Kemper as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.