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

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

Dimensional Fund Advisors

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

Franklin Resources

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EARNEST Partners

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

Victory Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America

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