FormulaFolio Investments’s Humana HUM Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-1,361	Closed	-$558K	–	610
2020 Q4	$558K	Sell	1,361 -116	-8%	-$48.2K	0.01%	424
2020 Q3	$611K	Buy	1,477 +326	+28%	+$131K	0.02%	189
2020 Q2	$446K	Buy	+1,151	New	+$431K	0.02%	196
2020 Q1	–	Sell	-755	Closed	-$277K	–	323
2019 Q4	$277K	Sell	755 -2,195	-74%	-$696K	0.01%	317
2019 Q3	$754K	Sell	2,950 -230	-7%	-$64.5K	0.03%	184
2019 Q2	$844K	Buy	+3,180	New	+$806K	0.04%	155
2019 Q1	–	Sell	-706	Closed	-$239K	–	359
2018 Q4	$239K	Hold	706	–	–	0.01%	290
2018 Q3	$239K	Buy	+706	New	+$229K	0.01%	290
2018 Q2	–	Sell	-1,993	Closed	-$536K	–	314
2018 Q1	$536K	Sell	1,993 -1	-0.1%	-$271	0.03%	169
2017 Q4	$495K	Buy	+1,994	New	+$492K	0.03%	168

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FormulaFolio Investments's HUM Position: Q1 2021 in Review

FormulaFolio Investments sold out of Humana (HUM) in Q1 2021, closing a stake of 1,361 shares — an estimated $558K sold.

FormulaFolio Investments first reported a position in HUM in Q4 2017 and held it in 10 quarters. The position peaked at $844K in Q2 2019. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

FormulaFolio Investments reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 1,361 Humana shares in Q1 2021, an estimated $558K.
FormulaFolio Investments first reported a position in Humana in Q4 2017 and held it in 10 quarters.
FormulaFolio Investments's Humana position peaked at $844K in Q2 2019.
876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.