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Engrave Wealth Partners’s Humana HUM Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-11
Closed -$4K – 227
2020
Q2 		$4K Hold
11
– – ﹤0.01% 335
2020
Q1 		$3K Sell
11
-17
-61% -$5.73K ﹤0.01% 318
2019
Q4 		$10K Buy
+28
New +$8.88K 0.01% 301

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Engrave Wealth Partners's HUM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Humana (HUM) in Q3 2020, closing a stake of 11 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in HUM in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 846 funds tracked by Wall St. Rank hold HUM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Humana position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 11 Humana shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Humana in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Humana position peaked at $10K in Q4 2019.
  • 846 funds tracked by Wall St. Rank held Humana as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.