Private Trust Company’s Horace Mann Educators HMN Stock Holding History

Private Trust Company’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 Q4	–	Sell	-155	Closed	-$4.55K	–	2355
2023 Q3	$4.55K	Hold	155	–	–	﹤0.01%	1906
2023 Q2	$4.6K	Sell	155 -5	-3%	-$159	﹤0.01%	1904
2023 Q1	$5.36K	Hold	160	–	–	﹤0.01%	1825
2022 Q4	$6K	Hold	160	–	–	﹤0.01%	1738
2022 Q3	$6K	Buy	160 +30	+23%	+$1.08K	﹤0.01%	1618
2022 Q2	$5K	Buy	+130	New	+$5.07K	﹤0.01%	1745
2014 Q4	–	Sell	-23	Closed	-$1K	–	671
2014 Q3	$1K	Hold	23	–	–	﹤0.01%	1742
2014 Q2	$1K	Buy	+23	New	+$681	﹤0.01%	1764

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Private Trust Company's HMN Position: Q4 2023 in Review

Private Trust Company sold out of Horace Mann Educators (HMN) in Q4 2023, closing a stake of 155 shares — an estimated $4.55K sold.

Private Trust Company first reported a position in HMN in Q2 2014 and held it in 8 quarters. The position peaked at $6K in Q4 2022. 200 funds tracked by Wall St. Rank hold HMN as of Q4 2023.

Private Trust Company reported no remaining Horace Mann Educators position as of Q4 2023 after selling out during the quarter.
Private Trust Company sold 155 Horace Mann Educators shares in Q4 2023, an estimated $4.55K.
Private Trust Company first reported a position in Horace Mann Educators in Q2 2014 and held it in 8 quarters.
Private Trust Company's Horace Mann Educators position peaked at $6K in Q4 2022.
200 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.