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SVB Wealth’s Horace Mann Educators HMN Stock Holding History

SVB Wealth’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
2020
Q2 		– Sell
-5,666
Closed -$207K – 659
2020
Q1 		$207K Sell
5,666
-7,452
-57% -$308K 0.01% 457
2019
Q4 		$573K Sell
13,118
-2,828
-18% -$125K 0.01% 390
2019
Q3 		$739K Sell
15,946
-1,568
-9% -$68.6K 0.01% 313
2019
Q2 		$706K Sell
17,514
-1,434
-8% -$56.3K 0.02% 332
2019
Q1 		$667K Buy
18,948
+406
+2% +$15.7K 0.03% 260
2018
Q4 		$694K Sell
18,542
-3,825
-17% -$151K 0.03% 255
2018
Q3 		$1M Sell
22,367
-435
-2% -$19.8K 0.04% 248
2018
Q2 		$1.02M Sell
22,802
-364
-2% -$16.1K 0.04% 247
2018
Q1 		$990K Buy
23,166
+3,399
+17% +$145K 0.04% 262
2017
Q4 		$872K Buy
19,767
+548
+3% +$23.9K 0.03% 278
2017
Q3 		$756K Buy
19,219
+922
+5% +$34K 0.03% 293
2017
Q2 		$692K Buy
18,297
+2,310
+14% +$89K 0.03% 313
2017
Q1 		$656K Buy
15,987
+3,679
+30% +$154K 0.03% 310
2016
Q4 		$527K Buy
12,308
+2,520
+26% +$98.3K 0.02% 328
2016
Q3 		$359K Buy
9,788
+2,860
+41% +$101K 0.01% 397
2016
Q2 		$234K Buy
+6,928
New +$225K 0.01% 464

Other funds holding HMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth's HMN Position: Q2 2020 in Review

SVB Wealth sold out of Horace Mann Educators (HMN) in Q2 2020, closing a stake of 5,666 shares — an estimated $207K sold.

SVB Wealth first reported a position in HMN in Q2 2016 and held it in 16 quarters. The position peaked at $1.02M in Q2 2018. 180 funds tracked by Wall St. Rank hold HMN as of Q2 2020.

  • SVB Wealth reported no remaining Horace Mann Educators position as of Q2 2020 after selling out during the quarter.
  • SVB Wealth sold 5,666 Horace Mann Educators shares in Q2 2020, an estimated $207K.
  • SVB Wealth first reported a position in Horace Mann Educators in Q2 2016 and held it in 16 quarters.
  • SVB Wealth's Horace Mann Educators position peaked at $1.02M in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Horace Mann Educators as of Q2 2020.

Based on SVB Wealth's 13F filing for Q2 2020, filed 5 Aug 2020.