SVA Wealth Management’s Kemper KMPR Stock Holding History

SVA Wealth 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
2020 Q4	$202K	Buy	+2,630	New	+$187K	0.02%	223
2020 Q1	–	Sell	-2,630	Closed	-$204K	–	202
2019 Q4	$204K	Hold	2,630	–	–	0.02%	201
2019 Q3	$205K	Hold	2,630	–	–	0.02%	195
2019 Q2	$227K	Hold	2,630	–	–	0.02%	196
2019 Q1	$200K	Buy	+2,630	New	+$202K	0.02%	202
2018 Q4	–	Sell	-2,630	Closed	-$212K	–	212
2018 Q3	$212K	Buy	+2,630	New	+$206K	0.02%	206
2018 Q1	–	Sell	-3,330	Closed	-$229K	–	209
2017 Q4	$229K	Buy	+3,330	New	+$215K	0.03%	193
2016 Q1	–	Sell	-7,330	Closed	-$273K	–	209
2015 Q4	$273K	Hold	7,330	–	–	0.05%	187
2015 Q3	$259K	Hold	7,330	–	–	0.05%	183
2015 Q2	$283K	Buy	+7,330	New	+$277K	0.05%	180

Other funds holding KMPR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

SVA Wealth Management's KMPR Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Kemper (KMPR) in Q4 2020: 2,630 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: SVA Wealth Management previously reported a position in KMPR as recently as Q4 2019.

SVA Wealth Management first reported a position in KMPR in Q2 2015 and has held it in 10 quarters since. The position peaked at $283K in Q2 2015. 255 funds tracked by Wall St. Rank hold KMPR as of Q4 2020.

SVA Wealth Management held 2,630 shares of Kemper worth $202K as of Q4 2020.
Kemper was a new SVA Wealth Management position in Q4 2020.
Kemper made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #223 holding.
SVA Wealth Management first reported a position in Kemper in Q2 2015 and has held it in 10 quarters since.
SVA Wealth Management's Kemper position peaked at $283K in Q2 2015.
255 funds tracked by Wall St. Rank held Kemper as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.