Pathstone Family Office’s Horace Mann Educators HMN Stock Holding History

Pathstone Family Office’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 Q3	$215K	Buy	+7,310	New	+$212K	﹤0.01%	1473
2023 Q1	–	Sell	-18,852	Closed	-$571K	–	1350
2022 Q4	$571K	Buy	18,852 +10,202	+118%	+$385K	﹤0.01%	1041
2022 Q3	$305K	Sell	8,650 -1,899	-18%	-$68.4K	﹤0.01%	1220
2022 Q2	$405K	Buy	10,549 +2,136	+25%	+$83.3K	0.01%	663
2022 Q1	$352K	Buy	8,413 +31	+0.4%	+$1.24K	0.01%	686
2021 Q4	$324K	Buy	8,382 +39	+0.5%	+$1.53K	0.01%	685
2021 Q3	$332K	Buy	8,343 +2,012	+32%	+$79.8K	0.01%	640
2021 Q2	$237K	Buy	+6,331	New	+$252K	0.01%	716
2014 Q1	–	Sell	-720	Closed	-$23K	–	216
2013 Q4	$23K	Buy	+720	New	+$21.3K	0.05%	90
2013 Q3	–	Sell	-720	Closed	-$18K	–	360
2013 Q2	$18K	Buy	+720	New	+$16.7K	0.02%	199

Other funds holding HMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Pathstone Family Office's HMN Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Horace Mann Educators (HMN) in Q3 2023: 7,310 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in HMN as recently as Q4 2022.

Pathstone Family Office first reported a position in HMN in Q2 2013 and has held it in 10 quarters since. The position peaked at $571K in Q4 2022. 197 funds tracked by Wall St. Rank hold HMN as of Q3 2023.

Pathstone Family Office held 7,310 shares of Horace Mann Educators worth $215K as of Q3 2023.
Horace Mann Educators was a new Pathstone Family Office position in Q3 2023.
Horace Mann Educators made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1473 holding.
Pathstone Family Office first reported a position in Horace Mann Educators in Q2 2013 and has held it in 10 quarters since.
Pathstone Family Office's Horace Mann Educators position peaked at $571K in Q4 2022.
197 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.