Berman Capital Advisors’s Humana HUM Stock Holding History

Berman Capital 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 Q3	$257K	Buy	662 +114	+21%	+$48.4K	0.04%	226
2021 Q2	$242K	Buy	548 +182	+50%	+$79.5K	0.04%	201
2021 Q1	$153K	Buy	366 +70	+24%	+$27.9K	0.03%	225
2020 Q4	$120K	Buy	296 +6	+2%	+$2.5K	0.03%	223
2020 Q3	$119K	Sell	290 -6	-2%	-$2.41K	0.03%	204
2020 Q2	$114K	Buy	296 +72	+32%	+$26.9K	0.03%	208
2020 Q1	$68K	Buy	224 +25	+13%	+$8.43K	0.02%	244
2019 Q4	$73K	Buy	199 +12	+6%	+$3.81K	0.02%	261
2019 Q3	$47K	Buy	187 +56	+43%	+$15.7K	0.01%	315
2019 Q2	$34K	Sell	131 -86	-40%	-$21.8K	0.01%	381
2019 Q1	$57K	Buy	217 +131	+152%	+$37.8K	0.02%	255
2018 Q4	$24K	Buy	+86	New	+$27.3K	0.01%	352

Other funds holding HUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Berman Capital Advisors's HUM Position: Q3 2021 in Review

Berman Capital Advisors increased its Humana (HUM) stake by 21% in Q3 2021, buying an estimated $48.4K and bringing the position to 662 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #226.

Berman Capital Advisors first reported a position in HUM in Q4 2018 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold HUM as of Q3 2021.

Berman Capital Advisors held 662 shares of Humana worth $257K as of Q3 2021.
Berman Capital Advisors bought 114 Humana shares in Q3 2021, an estimated $48.4K.
Humana made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #226 holding.
Berman Capital Advisors first reported a position in Humana in Q4 2018 and has held it in 12 quarters since.
853 funds tracked by Wall St. Rank held Humana as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.