Valeo Financial Advisors’s CNO Financial Group CNO Stock Holding History

Valeo Financial Advisors’s Portfolio CNO Stock Details CNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-350	Closed	-$9K	–	763
2021 Q1	$9K	Hold	350	–	–	﹤0.01%	1383
2020 Q4	$8K	Hold	350	–	–	﹤0.01%	1242
2020 Q3	$6K	Hold	350	–	–	﹤0.01%	1199
2020 Q2	$5K	Sell	350 -38	-10%	-$524	﹤0.01%	1507
2020 Q1	$5K	Buy	388 +38	+11%	+$623	﹤0.01%	1292
2019 Q4	$6K	Hold	350	–	–	﹤0.01%	1226
2019 Q3	$6K	Hold	350	–	–	﹤0.01%	1148
2019 Q2	$6K	Hold	350	–	–	﹤0.01%	1145
2019 Q1	$6K	Hold	350	–	–	﹤0.01%	1090
2018 Q4	$5K	Hold	350	–	–	﹤0.01%	1064
2018 Q3	$7K	Hold	350	–	–	﹤0.01%	1072
2018 Q2	$8K	Hold	350	–	–	﹤0.01%	1000
2018 Q1	$8K	Hold	350	–	–	﹤0.01%	982
2017 Q4	$9K	Hold	350	–	–	﹤0.01%	854
2017 Q3	$8K	Buy	+350	New	+$7.82K	﹤0.01%	749

Other funds holding CNO

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

Valeo Financial Advisors's CNO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of CNO Financial Group (CNO) in Q2 2021, closing a stake of 350 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in CNO in Q3 2017 and held it in 15 quarters. The position peaked at $9K in Q1 2021. 236 funds tracked by Wall St. Rank hold CNO as of Q2 2021.

Valeo Financial Advisors reported no remaining CNO Financial Group position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 350 CNO Financial Group shares in Q2 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in CNO Financial Group in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's CNO Financial Group position peaked at $9K in Q1 2021.
236 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.