Archford Capital Strategies’s Humana HUM Stock Holding History

Archford Capital Strategies’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,047	Closed	-$543K	–	352
2019 Q2	$543K	Sell	2,047 -320	-14%	-$81.2K	0.2%	141
2019 Q1	$630K	Sell	2,367 -9	-0.4%	-$2.59K	0.23%	124
2018 Q4	$681K	Buy	2,376 +63	+3%	+$20K	0.27%	113
2018 Q3	$783K	Sell	2,313 -919	-28%	-$299K	0.28%	100
2018 Q2	$962K	Buy	3,232 +3,215	+18,912%	+$941K	0.34%	83
2018 Q1	$4K	Sell	17 -3,352	-99%	-$907K	﹤0.01%	418
2017 Q4	$836K	Sell	3,369 -528	-14%	-$130K	0.31%	109
2017 Q3	$949K	Buy	+3,897	New	+$955K	0.36%	100
2017 Q2	–	Sell	-17	Closed	-$4K	–	375
2017 Q1	$4K	Hold	17	–	–	﹤0.01%	496
2016 Q4	$3K	Hold	17	–	–	﹤0.01%	462
2016 Q3	$3K	Sell	17 -17	-50%	-$2.95K	﹤0.01%	467
2016 Q2	$6K	Buy	+34	New	+$6.04K	﹤0.01%	449
2016 Q1	–	Sell	-34	Closed	-$8K	–	358
2015 Q4	$8K	Sell	34 -6	-15%	-$1.05K	﹤0.01%	478
2015 Q3	$8K	Buy	40 +20	+100%	+$3.7K	0.01%	360
2015 Q2	$4K	Hold	20	–	–	﹤0.01%	389
2015 Q1	$3.56K	Hold	20	–	–	﹤0.01%	419
2014 Q4	$3K	Hold	20	–	–	﹤0.01%	443
2014 Q3	$3K	Hold	20	–	–	﹤0.01%	441
2014 Q2	$2.55K	Buy	+20	New	+$2.37K	﹤0.01%	634

Other funds holding HUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Archford Capital Strategies's HUM Position: Q3 2019 in Review

Archford Capital Strategies sold out of Humana (HUM) in Q3 2019, closing a stake of 2,047 shares — an estimated $543K sold.

Archford Capital Strategies first reported a position in HUM in Q2 2014 and held it in 19 quarters. The position peaked at $962K in Q2 2018. 733 funds tracked by Wall St. Rank hold HUM as of Q3 2019.

Archford Capital Strategies reported no remaining Humana position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 2,047 Humana shares in Q3 2019, an estimated $543K.
Archford Capital Strategies first reported a position in Humana in Q2 2014 and held it in 19 quarters.
Archford Capital Strategies's Humana position peaked at $962K in Q2 2018.
733 funds tracked by Wall St. Rank held Humana as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.