AWA
HUM icon

ARS Wealth Advisors’s Humana HUM Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		– Sell
-479
Closed -$201K – 144
2021
Q1 		$201K Sell
479
-175
-27% -$69.9K 0.04% 125
2020
Q4 		$268K Hold
654
– – 0.06% 101
2020
Q3 		$271K Buy
+654
New +$263K 0.07% 85

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ARS Wealth Advisors's HUM Position: Q2 2021 in Review

ARS Wealth Advisors sold out of Humana (HUM) in Q2 2021, closing a stake of 479 shares — an estimated $201K sold.

ARS Wealth Advisors first reported a position in HUM in Q3 2020 and held it in 3 quarters. The position peaked at $271K in Q3 2020. 889 funds tracked by Wall St. Rank hold HUM as of Q2 2021.

  • ARS Wealth Advisors reported no remaining Humana position as of Q2 2021 after selling out during the quarter.
  • ARS Wealth Advisors sold 479 Humana shares in Q2 2021, an estimated $201K.
  • ARS Wealth Advisors first reported a position in Humana in Q3 2020 and held it in 3 quarters.
  • ARS Wealth Advisors's Humana position peaked at $271K in Q3 2020.
  • 889 funds tracked by Wall St. Rank held Humana as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.