EWA
HUM icon

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 – 370
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return