Mackenzie Financial
HMN icon

Mackenzie Financial’s Horace Mann Educators HMN Stock Holding History

Mackenzie Financial’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
2024
Q4 		– Sell
-9,238
Closed -$323K – 1737
2024
Q3 		$323K Buy
+9,238
New +$315K ﹤0.01% 1152
2024
Q2 		– Sell
-8,794
Closed -$325K – 1574
2024
Q1 		$325K Buy
+8,794
New +$312K ﹤0.01% 1141
2023
Q2 		– Sell
-9,569
Closed -$320K – 1564
2023
Q1 		$320K Buy
9,569
+2,610
+38% +$93.3K ﹤0.01% 1161
2022
Q4 		$260K Buy
+6,959
New +$262K ﹤0.01% 1140

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Dimensional Fund Advisors
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Fuller & Thaler Asset Management
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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mackenzie Financial's HMN Position: Q4 2024 in Review

Mackenzie Financial sold out of Horace Mann Educators (HMN) in Q4 2024, closing a stake of 9,238 shares — an estimated $323K sold.

Mackenzie Financial first reported a position in HMN in Q4 2022 and held it in 4 quarters. The position peaked at $325K in Q1 2024. 218 funds tracked by Wall St. Rank hold HMN as of Q4 2024.

  • Mackenzie Financial reported no remaining Horace Mann Educators position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 9,238 Horace Mann Educators shares in Q4 2024, an estimated $323K.
  • Mackenzie Financial first reported a position in Horace Mann Educators in Q4 2022 and held it in 4 quarters.
  • Mackenzie Financial's Horace Mann Educators position peaked at $325K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.