Truist Financial
HMN icon

Truist Financial’s Horace Mann Educators HMN Stock Holding History

Truist Financial’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
Q3 		– Sell
-12,139
Closed -$360K – 2624
2023
Q2 		$360K Sell
12,139
-2,299
-16% -$73K ﹤0.01% 2146
2023
Q1 		$483K Buy
14,438
+846
+6% +$30.2K ﹤0.01% 1998
2022
Q4 		$508K Buy
13,592
+218
+2% +$8.22K ﹤0.01% 1939
2022
Q3 		$471K Sell
13,374
-41
-0.3% -$1.48K ﹤0.01% 1852
2022
Q2 		$515K Sell
13,415
-10,683
-44% -$416K ﹤0.01% 1884
2022
Q1 		$1.01M Buy
24,098
+13,496
+127% +$541K ﹤0.01% 1622
2021
Q4 		$410K Buy
10,602
+2,402
+29% +$94.3K ﹤0.01% 2140
2021
Q3 		$326K Sell
8,200
-311
-4% -$12.3K ﹤0.01% 2283
2021
Q2 		$319K Sell
8,511
-72
-0.8% -$2.87K ﹤0.01% 2333
2021
Q1 		$371K Buy
8,583
+2,197
+34% +$90.9K ﹤0.01% 2150
2020
Q4 		$269K Sell
6,386
-4,504
-41% -$173K ﹤0.01% 2225
2020
Q3 		$364K Buy
10,890
+34
+0.3% +$1.27K ﹤0.01% 1899
2020
Q2 		$399K Buy
10,856
+482
+5% +$16.9K ﹤0.01% 1754
2020
Q1 		$380K Buy
10,374
+592
+6% +$24.4K ﹤0.01% 1710
2019
Q4 		$428K Buy
+9,782
New +$432K ﹤0.01% 1958

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Truist Financial's HMN Position: Q3 2023 in Review

Truist Financial sold out of Horace Mann Educators (HMN) in Q3 2023, closing a stake of 12,139 shares — an estimated $360K sold.

Truist Financial first reported a position in HMN in Q4 2019 and held it in 15 quarters. The position peaked at $1.01M in Q1 2022. 197 funds tracked by Wall St. Rank hold HMN as of Q3 2023.

  • Truist Financial reported no remaining Horace Mann Educators position as of Q3 2023 after selling out during the quarter.
  • Truist Financial sold 12,139 Horace Mann Educators shares in Q3 2023, an estimated $360K.
  • Truist Financial first reported a position in Horace Mann Educators in Q4 2019 and held it in 15 quarters.
  • Truist Financial's Horace Mann Educators position peaked at $1.01M in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.