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Sageworth Trust’s Horace Mann Educators HMN Stock Holding History

Sageworth Trust’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
-164
Closed -$5.49K – 236
2023
Q1 		$5.49K Buy
+164
New +$5.86K ﹤0.01% 361

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Sageworth Trust's HMN Position: Q2 2023 in Review

Sageworth Trust sold out of Horace Mann Educators (HMN) in Q2 2023, closing a stake of 164 shares — an estimated $5.49K sold.

Sageworth Trust first reported a position in HMN in Q1 2023 and held it in 1 quarter. The position peaked at $5.49K in Q1 2023. 201 funds tracked by Wall St. Rank hold HMN as of Q2 2023.

  • Sageworth Trust reported no remaining Horace Mann Educators position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 164 Horace Mann Educators shares in Q2 2023, an estimated $5.49K.
  • Sageworth Trust first reported a position in Horace Mann Educators in Q1 2023 and held it in 1 quarter.
  • Sageworth Trust's Horace Mann Educators position peaked at $5.49K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Horace Mann Educators as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.