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Long Island Wealth Management’s Kemper KMPR Stock Holding History

Long Island 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
2024
Q1 		– Sell
-1,686
Closed -$82K – 247
2023
Q4 		$82K Buy
+1,686
New +$73.7K 0.06% 108

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Long Island Wealth Management's KMPR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Kemper (KMPR) in Q1 2024, closing a stake of 1,686 shares — an estimated $82K sold.

Long Island Wealth Management first reported a position in KMPR in Q4 2023 and held it in 1 quarter. The position peaked at $82K in Q4 2023. 264 funds tracked by Wall St. Rank hold KMPR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Kemper position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,686 Kemper shares in Q1 2024, an estimated $82K.
  • Long Island Wealth Management first reported a position in Kemper in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Kemper position peaked at $82K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Kemper as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.