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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 – 1699
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Sowell Financial Services's KMPR Position: Q2 2021 in Review

Sowell Financial Services sold out of Kemper (KMPR) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in KMPR in Q3 2018 and held it in 10 quarters. The position peaked at $585K in Q3 2018. 251 funds tracked by Wall St. Rank hold KMPR as of Q2 2021.

  • Sowell Financial Services reported no remaining Kemper position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 16 Kemper shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Kemper in Q3 2018 and held it in 10 quarters.
  • Sowell Financial Services's Kemper position peaked at $585K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Kemper as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.