Evolution Wealth Advisors’s Humana HUM Stock Holding History

Evolution 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 Q4	–	Sell	-77	Closed	-$30K	–	367
2021 Q3	$30K	Sell	77 -74	-49%	-$31.4K	0.01%	270
2021 Q2	$67K	Sell	151 -7	-4%	-$3.06K	0.01%	188
2021 Q1	$66K	Buy	158 +9	+6%	+$3.59K	0.01%	177
2020 Q4	$61K	Sell	149 -16	-10%	-$6.65K	0.01%	171
2020 Q3	$68K	Hold	165	–	–	0.02%	159
2020 Q2	$64K	Buy	165 +16	+11%	+$5.99K	0.02%	130
2020 Q1	$47K	Sell	149 -3	-2%	-$1.01K	0.02%	116
2019 Q4	$56K	Buy	152 +113	+290%	+$35.8K	0.01%	138
2019 Q3	$10K	Sell	39 -136	-78%	-$38.1K	﹤0.01%	172
2019 Q2	$46K	Buy	+175	New	+$44.4K	0.02%	88

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Evolution Wealth Advisors's HUM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Humana (HUM) in Q4 2021, closing a stake of 77 shares — an estimated $30K sold.

Evolution Wealth Advisors first reported a position in HUM in Q2 2019 and held it in 10 quarters. The position peaked at $68K in Q3 2020. 927 funds tracked by Wall St. Rank hold HUM as of Q4 2021.

Evolution Wealth Advisors reported no remaining Humana position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 77 Humana shares in Q4 2021, an estimated $30K.
Evolution Wealth Advisors first reported a position in Humana in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Humana position peaked at $68K in Q3 2020.
927 funds tracked by Wall St. Rank held Humana as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.