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Evercore Wealth Management’s Humana HUM Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-367
Closed -$91K – 544
2017
Q4 		$91K Sell
367
-20
-5% -$4.94K ﹤0.01% 483
2017
Q3 		$94K Hold
387
– – ﹤0.01% 477
2017
Q2 		$93K Buy
387
+367
+1,835% +$83.1K ﹤0.01% 478
2017
Q1 		$4K Sell
20
-11
-35% -$2.27K ﹤0.01% 899
2016
Q4 		$6K Buy
31
+11
+55% +$2.1K ﹤0.01% 872
2016
Q3 		$4K Hold
20
– – ﹤0.01% 955
2016
Q2 		$4K Buy
+20
New +$3.55K ﹤0.01% 948

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evercore Wealth Management's HUM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Humana (HUM) in Q1 2018, closing a stake of 367 shares — an estimated $91K sold.

Evercore Wealth Management first reported a position in HUM in Q2 2016 and held it in 7 quarters. The position peaked at $94K in Q3 2017. 683 funds tracked by Wall St. Rank hold HUM as of Q1 2018.

  • Evercore Wealth Management reported no remaining Humana position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 367 Humana shares in Q1 2018, an estimated $91K.
  • Evercore Wealth Management first reported a position in Humana in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's Humana position peaked at $94K in Q3 2017.
  • 683 funds tracked by Wall St. Rank held Humana as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.