Trust Company of Vermont’s Kemper KMPR Stock Holding History

Trust Company of Vermont’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
2023 Q1	–	Sell	-310	Closed	-$15.3K	–	892
2022 Q4	$15.3K	Hold	310	–	–	﹤0.01%	618
2022 Q3	$13K	Hold	310	–	–	﹤0.01%	670
2022 Q2	$15K	Buy	+310	New	+$15.5K	﹤0.01%	617
2022 Q1	–	Sell	-310	Closed	-$18K	–	558
2021 Q4	$18K	Buy	+310	New	+$18.9K	﹤0.01%	601
2021 Q3	–	Sell	-310	Closed	-$23K	–	537
2021 Q2	$23K	Hold	310	–	–	﹤0.01%	548
2021 Q1	$25K	Hold	310	–	–	﹤0.01%	529
2020 Q4	$24K	Hold	310	–	–	﹤0.01%	524
2020 Q3	$21K	Hold	310	–	–	﹤0.01%	525
2020 Q2	$22K	Hold	310	–	–	﹤0.01%	527
2020 Q1	$23K	Hold	310	–	–	﹤0.01%	549
2019 Q4	$24K	Hold	310	–	–	﹤0.01%	581
2019 Q3	$24K	Hold	310	–	–	﹤0.01%	590
2019 Q2	$27K	Hold	310	–	–	﹤0.01%	573
2019 Q1	$24K	Hold	310	–	–	﹤0.01%	585
2018 Q4	$21K	Buy	+310	New	+$22.6K	﹤0.01%	611

Other funds holding KMPR

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Trust Company of Vermont's KMPR Position: Q1 2023 in Review

Trust Company of Vermont sold out of Kemper (KMPR) in Q1 2023, closing a stake of 310 shares — an estimated $15.3K sold.

Trust Company of Vermont first reported a position in KMPR in Q4 2018 and held it in 15 quarters. The position peaked at $27K in Q2 2019. 236 funds tracked by Wall St. Rank hold KMPR as of Q1 2023.

Trust Company of Vermont reported no remaining Kemper position as of Q1 2023 after selling out during the quarter.
Trust Company of Vermont sold 310 Kemper shares in Q1 2023, an estimated $15.3K.
Trust Company of Vermont first reported a position in Kemper in Q4 2018 and held it in 15 quarters.
Trust Company of Vermont's Kemper position peaked at $27K in Q2 2019.
236 funds tracked by Wall St. Rank held Kemper as of Q1 2023.

Based on Trust Company of Vermont's 13F filing for Q1 2023, filed 7 Apr 2023.