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Evercore Trust Company’s Humana HUM Stock Holding History

Evercore Trust Company’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
Q4 		– Sell
-2,027,210
Closed -$494M – 24
2017
Q3 		$494M Sell
2,027,210
-39,128
-2% -$9.59M 1.43% 8
2017
Q2 		$497M Sell
2,066,338
-65,474
-3% -$14.8M 1.52% 10
2017
Q1 		$439M Sell
2,131,812
-276,485
-11% -$57.2M 1.36% 11
2016
Q4 		$491M Sell
2,408,297
-147,088
-6% -$28.1M 1.58% 10
2016
Q3 		$452M Sell
2,555,385
-14,981
-0.6% -$2.6M 1.48% 12
2016
Q2 		$462M Buy
2,570,366
+75,126
+3% +$13.3M 1.48% 13
2016
Q1 		$457M Buy
2,495,240
+20,135
+0.8% +$3.49M 1.5% 12
2015
Q4 		$442M Buy
2,475,105
+35,747
+1% +$6.27M 1.62% 9
2015
Q3 		$437M Sell
2,439,358
-249,338
-9% -$46.1M 1.67% 8
2015
Q2 		$514M Sell
2,688,696
-38,739
-1% -$7.19M 1.84% 8
2015
Q1 		$486M Sell
2,727,435
-30,053
-1% -$4.76M 1.71% 8
2014
Q4 		$396M Sell
2,757,488
-70,125
-2% -$9.58M 1.41% 11
2014
Q3 		$368M Sell
2,827,613
-25,211
-0.9% -$3.2M 1.35% 9
2014
Q2 		$364M Sell
2,852,824
-51,187
-2% -$6.06M 1.3% 9
2014
Q1 		$327M Sell
2,904,011
-101,171
-3% -$10.5M 1.18% 10
2013
Q4 		$310M Sell
3,005,182
-97,508
-3% -$9.55M 1.11% 9
2013
Q3 		$290M Sell
3,102,690
-108,118
-3% -$9.92M 1.08% 9
2013
Q2 		$271M Buy
+3,210,808
New +$253M 1.05% 9

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evercore Trust Company's HUM Position: Q4 2017 in Review

Evercore Trust Company sold out of Humana (HUM) in Q4 2017, closing a stake of 2,027,210 shares — an estimated $494M sold.

Evercore Trust Company first reported a position in HUM in Q2 2013 and held it in 18 quarters. The position peaked at $514M in Q2 2015. 691 funds tracked by Wall St. Rank hold HUM as of Q4 2017.

  • Evercore Trust Company reported no remaining Humana position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 2,027,210 Humana shares in Q4 2017, an estimated $494M.
  • Evercore Trust Company first reported a position in Humana in Q2 2013 and held it in 18 quarters.
  • Evercore Trust Company's Humana position peaked at $514M in Q2 2015.
  • 691 funds tracked by Wall St. Rank held Humana as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.