Tarbox Family Office’s Horace Mann Educators HMN Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-90	Closed	-$4K	–	505
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	598
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	782
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	710
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	813
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	639
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	592
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	618
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	623
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	530
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	559
2019 Q3	$4K	Hold	90	–	–	﹤0.01%	505
2019 Q2	$4K	Buy	+90	New	+$3.53K	﹤0.01%	503

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

EARNEST Partners

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

Franklin Resources

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 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

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return