Shelton Capital Management’s Kemper KMPR Stock Holding History

Shelton Capital Management’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 Q4	–	Sell	-3,430	Closed	-$229K	–	871
2021 Q3	$229K	Hold	3,430	–	–	0.01%	692
2021 Q2	$253K	Hold	3,430	–	–	0.01%	665
2021 Q1	$273K	Hold	3,430	–	–	0.01%	600
2020 Q4	$264K	Sell	3,430 -276	-7%	-$19.6K	0.01%	552
2020 Q3	$248K	Hold	3,706	–	–	0.01%	598
2020 Q2	$269K	Hold	3,706	–	–	0.01%	485
2020 Q1	$276K	Hold	3,706	–	–	0.02%	423
2019 Q4	$287K	Hold	3,706	–	–	0.02%	551
2019 Q3	$289K	Hold	3,706	–	–	0.02%	544
2019 Q2	$320K	Buy	3,706 +3,424	+1,214%	+$292K	0.02%	494
2019 Q1	$3.71K	Sell	282 -3,424	-92%	-$263K	0.01%	663
2018 Q4	$246K	Hold	3,706	–	–	0.02%	583
2018 Q3	$298K	Hold	3,706	–	–	0.02%	602
2018 Q2	$280K	Hold	3,706	–	–	0.02%	609
2018 Q1	$211K	Hold	3,706	–	–	0.01%	754
2017 Q4	$255K	Buy	+3,706	New	+$239K	0.02%	675
2017 Q1	–	Sell	-5,158	Closed	-$228K	–	883
2016 Q4	$228K	Hold	5,158	–	–	0.02%	765
2016 Q3	$203K	Buy	+5,158	New	+$186K	0.02%	745
2015 Q2	–	Sell	-5,158	Closed	-$201K	–	791
2015 Q1	$201K	Buy	+5,158	New	+$190K	0.02%	767
2014 Q3	–	Sell	-5,832	Closed	-$215K	–	774
2014 Q2	$215K	Hold	5,832	–	–	0.03%	721
2014 Q1	$228K	Hold	5,832	–	–	0.03%	664
2013 Q4	$238K	Buy	+5,832	New	+$222K	0.04%	625

Other funds holding KMPR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Shelton Capital Management's KMPR Position: Q4 2021 in Review

Shelton Capital Management sold out of Kemper (KMPR) in Q4 2021, closing a stake of 3,430 shares — an estimated $229K sold.

Shelton Capital Management first reported a position in KMPR in Q4 2013 and held it in 22 quarters. The position peaked at $320K in Q2 2019. 231 funds tracked by Wall St. Rank hold KMPR as of Q4 2021.

Shelton Capital Management reported no remaining Kemper position as of Q4 2021 after selling out during the quarter.
Shelton Capital Management sold 3,430 Kemper shares in Q4 2021, an estimated $229K.
Shelton Capital Management first reported a position in Kemper in Q4 2013 and held it in 22 quarters.
Shelton Capital Management's Kemper position peaked at $320K in Q2 2019.
231 funds tracked by Wall St. Rank held Kemper as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.