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Waddell & Reed Financial’s Kemper KMPR Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$9.45M Sell
118,580
-12,328
-9% -$950K 0.02% 406
2020
Q4 		$10.1M Sell
130,908
-48,841
-27% -$3.47M 0.02% 400
2020
Q3 		$12M Sell
179,749
-84,665
-32% -$6.43M 0.03% 366
2020
Q2 		$19.2M Buy
264,414
+1,125
+0.4% +$75.2K 0.05% 332
2020
Q1 		$19.6M Buy
263,289
+86,596
+49% +$6.49M 0.06% 287
2019
Q4 		$13.7M Buy
176,693
+6,941
+4% +$518K 0.03% 374
2019
Q3 		$13.2M Sell
169,752
-86,438
-34% -$6.9M 0.03% 371
2019
Q2 		$22.1M Sell
256,190
-54,145
-17% -$4.63M 0.05% 326
2019
Q1 		$23.6M Sell
310,335
-6,377
-2% -$489K 0.06% 323
2018
Q4 		$21M Buy
316,712
+33,908
+12% +$2.47M 0.06% 320
2018
Q3 		$22.8M Buy
282,804
+68,269
+32% +$5.35M 0.05% 320
2018
Q2 		$16.2M Sell
214,535
-16,400
-7% -$1.15M 0.04% 359
2018
Q1 		$13.2M Buy
230,935
+14,300
+7% +$878K 0.03% 385
2017
Q4 		$14.9M Buy
216,635
+173,823
+406% +$11.2M 0.03% 372
2017
Q3 		$2.27M Buy
+42,812
New +$1.95M 0.01% 496

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waddell & Reed Financial's KMPR Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Kemper (KMPR) stake by 9.4% in Q1 2021, selling an estimated $950K and leaving 118,580 shares worth $9.45M. The position accounts for 0.02% of the portfolio, ranked #406.

Waddell & Reed Financial first reported a position in KMPR in Q3 2017 and has held it in 15 quarters since. The position peaked at $23.6M in Q1 2019. 243 funds tracked by Wall St. Rank hold KMPR as of Q1 2021.

  • Waddell & Reed Financial held 118,580 shares of Kemper worth $9.45M as of Q1 2021.
  • Waddell & Reed Financial sold 12,328 Kemper shares in Q1 2021, an estimated $950K.
  • Kemper made up 0.02% of Waddell & Reed Financial's portfolio in Q1 2021, its #406 holding.
  • Waddell & Reed Financial first reported a position in Kemper in Q3 2017 and has held it in 15 quarters since.
  • Waddell & Reed Financial's Kemper position peaked at $23.6M in Q1 2019.
  • 243 funds tracked by Wall St. Rank held Kemper as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.