Sutton Wealth Advisors’s Horace Mann Educators HMN Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-525	Closed	-$19.6K	–	1134
2022 Q4	$19.6K	Hold	525	–	–	0.01%	699
2022 Q3	$18.5K	Sell	525 -6	-1%	-$216	0.01%	687
2022 Q2	$20.4K	Hold	531	–	–	0.01%	668
2022 Q1	$22.2K	Hold	531	–	–	0.01%	677
2021 Q4	$20.6K	Buy	531 +10	+2%	+$393	0.01%	687
2021 Q3	$20.7K	Hold	521	–	–	0.01%	678
2021 Q2	$19.5K	Hold	521	–	–	0.01%	711
2021 Q1	$22.5K	Hold	521	–	–	0.01%	640
2020 Q4	$21.9K	Hold	521	–	–	0.01%	579
2020 Q3	$17.4K	Hold	521	–	–	0.01%	586
2020 Q2	$19.1K	Hold	521	–	–	0.01%	544
2020 Q1	$19.1K	Hold	521	–	–	0.01%	489
2019 Q4	$22.7K	Hold	521	–	–	0.01%	556
2019 Q3	$24.1K	Hold	521	–	–	0.01%	516
2019 Q2	$21K	Hold	521	–	–	0.01%	562
2019 Q1	$18.3K	Hold	521	–	–	0.01%	606
2018 Q4	$19.5K	Hold	521	–	–	0.01%	531
2018 Q3	$23.4K	Hold	521	–	–	0.02%	529
2018 Q2	$23.2K	Hold	521	–	–	0.02%	542
2018 Q1	$22.3K	Hold	521	–	–	0.02%	531
2017 Q4	$23K	Hold	521	–	–	0.02%	508
2017 Q3	$20.5K	Hold	521	–	–	0.02%	539
2017 Q2	$19.7K	Hold	521	–	–	0.02%	534
2017 Q1	$21.4K	Hold	521	–	–	0.02%	493
2016 Q4	$22.3K	Hold	521	–	–	0.02%	459
2016 Q3	$19.1K	Hold	521	–	–	0.02%	471
2016 Q2	$17.6K	Hold	521	–	–	0.02%	482
2016 Q1	$16.5K	Buy	+521	New	+$16K	0.02%	483

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sutton Wealth Advisors's HMN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Horace Mann Educators (HMN) in Q1 2023, closing a stake of 525 shares — an estimated $19.6K sold.

Sutton Wealth Advisors first reported a position in HMN in Q1 2016 and held it in 28 quarters. The position peaked at $24.1K in Q3 2019. 188 funds tracked by Wall St. Rank hold HMN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Horace Mann Educators position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 525 Horace Mann Educators shares in Q1 2023, an estimated $19.6K.
Sutton Wealth Advisors first reported a position in Horace Mann Educators in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Horace Mann Educators position peaked at $24.1K in Q3 2019.
188 funds tracked by Wall St. Rank held Horace Mann Educators as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.