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Forvis Mazars Wealth Advisors’s Humana HUM Stock Holding History

Forvis Mazars 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
Q1 		– Sell
-576
Closed -$236K – 318
2020
Q4 		$236K Sell
576
-3
-0.5% -$1.25K 0.01% 328
2020
Q3 		$240K Buy
579
+41
+8% +$16.5K 0.01% 282
2020
Q2 		$209K Buy
+538
New +$201K 0.01% 297

Other funds holding HUM

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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

Forvis Mazars Wealth Advisors's HUM Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Humana (HUM) in Q1 2021, closing a stake of 576 shares — an estimated $236K sold.

Forvis Mazars Wealth Advisors first reported a position in HUM in Q2 2020 and held it in 3 quarters. The position peaked at $240K in Q3 2020. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 576 Humana shares in Q1 2021, an estimated $236K.
  • Forvis Mazars Wealth Advisors first reported a position in Humana in Q2 2020 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Humana position peaked at $240K in Q3 2020.
  • 876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.