Sowell Financial Services’s Kemper KMPR Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-16	Closed	-$1K	–	1700
2021 Q1	$1K	Sell	16 -54	-77%	-$4.16K	﹤0.01%	2967
2020 Q4	$5K	Buy	70 +54	+338%	+$3.84K	﹤0.01%	2274
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	2388
2020 Q2	$1K	Sell	16 -46	-74%	-$3.08K	﹤0.01%	2327
2020 Q1	$5K	Buy	62 +16	+35%	+$1.2K	﹤0.01%	1820
2019 Q4	$4K	Hold	46	–	–	﹤0.01%	1978
2019 Q3	$4K	Buy	+46	New	+$3.67K	﹤0.01%	1847
2019 Q1	$553K	Buy	7,263 +299	+4%	+$22.9K	0.06%	301
2018 Q4	$462K	Sell	6,964 -308	-4%	-$22.5K	0.07%	287
2018 Q3	$585K	Buy	+7,272	New	+$570K	0.08%	179

Other funds holding KMPR

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return