Phase 2 Partners’s Kemper KMPR Stock Holding History

Phase 2 Partners’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 Q4	$8M	Sell	120,441 -76,953	-39%	-$5.08M	6.01%	3
2024 Q3	$12.1M	Buy	197,394 +28,513	+17%	+$1.75M	7.14%	2
2024 Q2	$10M	Sell	168,881 -7,666	-4%	-$450K	6.03%	1
2024 Q1	$10.9M	Sell	176,547 -211,128	-54%	-$12.1M	5.71%	4
2023 Q4	$18.9M	Buy	387,675 +42,917	+12%	+$1.88M	9.97%	1
2023 Q3	$14.5M	Buy	344,758 +202,163	+142%	+$9.59M	6.4%	2
2023 Q2	$6.88M	Sell	142,595 -52,395	-27%	-$2.54M	3.12%	19
2023 Q1	$10.7M	Buy	+194,990	New	+$11.3M	4.6%	9
2022 Q3	–	Sell	-234,708	Closed	-$11.2M	–	30
2022 Q2	$11.2M	Buy	+234,708	New	+$11.8M	5.78%	4

Other funds holding KMPR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Phase 2 Partners's KMPR Position: Q4 2024 in Review

Phase 2 Partners reduced its Kemper (KMPR) stake by 39% in Q4 2024, selling an estimated $5.08M and leaving 120,441 shares worth $8M. The position accounts for 6.01% of the portfolio, ranked #3.

Phase 2 Partners first reported a position in KMPR in Q2 2022 and has held it in 9 quarters since. The position peaked at $18.9M in Q4 2023. 311 funds tracked by Wall St. Rank hold KMPR as of Q4 2024.

Phase 2 Partners held 120,441 shares of Kemper worth $8M as of Q4 2024.
Phase 2 Partners sold 76,953 Kemper shares in Q4 2024, an estimated $5.08M.
Kemper made up 6.01% of Phase 2 Partners's portfolio in Q4 2024, its #3 holding.
Phase 2 Partners first reported a position in Kemper in Q2 2022 and has held it in 9 quarters since.
Phase 2 Partners's Kemper position peaked at $18.9M in Q4 2023.
311 funds tracked by Wall St. Rank held Kemper as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.