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Bogle Investment Management’s Humana HUM Stock Holding History

Bogle Investment Management’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
2017
Q2 		– Sell
-54,901
Closed -$11.3M – 338
2017
Q1 		$11.3M Buy
+54,901
New +$11.4M 0.79% 52
2013
Q3 		– Sell
-6,600
Closed -$556K – 327
2013
Q2 		$556K Buy
+6,600
New +$521K 0.07% 233

Other funds holding HUM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogle Investment Management's HUM Position: Q2 2017 in Review

Bogle Investment Management sold out of Humana (HUM) in Q2 2017, closing a stake of 54,901 shares — an estimated $11.3M sold.

Bogle Investment Management first reported a position in HUM in Q2 2013 and held it in 2 quarters. The position peaked at $11.3M in Q1 2017. 636 funds tracked by Wall St. Rank hold HUM as of Q2 2017.

  • Bogle Investment Management reported no remaining Humana position as of Q2 2017 after selling out during the quarter.
  • Bogle Investment Management sold 54,901 Humana shares in Q2 2017, an estimated $11.3M.
  • Bogle Investment Management first reported a position in Humana in Q2 2013 and held it in 2 quarters.
  • Bogle Investment Management's Humana position peaked at $11.3M in Q1 2017.
  • 636 funds tracked by Wall St. Rank held Humana as of Q2 2017.

Based on Bogle Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.