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Morton Brown Family Wealth’s Horace Mann Educators HMN Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-26
Closed -$870 – 232
2023
Q1 		$870 Buy
+26
New +$929 ﹤0.01% 273

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Dimensional Fund Advisors
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morton Brown Family Wealth's HMN Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Horace Mann Educators (HMN) in Q2 2023, closing a stake of 26 shares — an estimated $870 sold.

Morton Brown Family Wealth first reported a position in HMN in Q1 2023 and held it in 1 quarter. The position peaked at $870 in Q1 2023. 201 funds tracked by Wall St. Rank hold HMN as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Horace Mann Educators position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 26 Horace Mann Educators shares in Q2 2023, an estimated $870.
  • Morton Brown Family Wealth first reported a position in Horace Mann Educators in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Horace Mann Educators position peaked at $870 in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Horace Mann Educators as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.