Burt Wealth Advisors’s Humana HUM Stock Holding History

Burt 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 Q1	–	Sell	-60	Closed	-$25K	–	207
2020 Q4	$25K	Hold	60	–	–	0.01%	228
2020 Q3	$25K	Buy	+60	New	+$24.1K	0.01%	226

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

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

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

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

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

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

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

Burt Wealth Advisors's HUM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Humana (HUM) in Q1 2021, closing a stake of 60 shares — an estimated $25K sold.

Burt Wealth Advisors first reported a position in HUM in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

Burt Wealth Advisors reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 60 Humana shares in Q1 2021, an estimated $25K.
Burt Wealth Advisors first reported a position in Humana in Q3 2020 and held it in 2 quarters.
Burt Wealth Advisors's Humana position peaked at $25K in Q4 2020.
876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.