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Garrett Wealth Advisory Group’s Humana HUM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-17
Closed -$4.35K – 312
2019
Q3 		$4.35K Buy
+17
New +$4.77K ﹤0.01% 395

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garrett Wealth Advisory Group's HUM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Humana (HUM) in Q4 2019, closing a stake of 17 shares — an estimated $4.35K sold.

Garrett Wealth Advisory Group first reported a position in HUM in Q3 2019 and held it in 1 quarter. The position peaked at $4.35K in Q3 2019. 810 funds tracked by Wall St. Rank hold HUM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Humana position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 17 Humana shares in Q4 2019, an estimated $4.35K.
  • Garrett Wealth Advisory Group first reported a position in Humana in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Humana position peaked at $4.35K in Q3 2019.
  • 810 funds tracked by Wall St. Rank held Humana as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.