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MPS Loria Financial Planners’s Kemper KMPR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-300
Closed -$23K – 358
2021
Q1 		$23K Hold
300
– – 0.01% 227
2020
Q4 		$23K Hold
300
– – 0.01% 224
2020
Q3 		$20K Hold
300
– – 0.01% 201
2020
Q2 		$22K Buy
+300
New +$20.1K 0.01% 194
2017
Q3 		– Sell
-300
Closed -$15K – 219
2017
Q2 		$15K Buy
+300
New +$11.8K 0.01% 262

Other funds holding KMPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

MPS Loria Financial Planners's KMPR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kemper (KMPR) in Q2 2021, closing a stake of 300 shares — an estimated $23K sold.

MPS Loria Financial Planners first reported a position in KMPR in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 251 funds tracked by Wall St. Rank hold KMPR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kemper position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 300 Kemper shares in Q2 2021, an estimated $23K.
  • MPS Loria Financial Planners first reported a position in Kemper in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Kemper position peaked at $23K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Kemper as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.