JPLA
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Joseph P. Lucia & Associates’s Humana HUM Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-20
Closed -$7K – 465
2019
Q4 		$7K Hold
20
– – 0.01% 337
2019
Q3 		$5K Hold
20
– – 0.01% 364
2019
Q2 		$5K Sell
20
-5,451
-100% -$1.38M 0.01% 361
2019
Q1 		$20 Buy
+5,471
New +$1.58M ﹤0.01% 322

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joseph P. Lucia & Associates's HUM Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Humana (HUM) in Q1 2020, closing a stake of 20 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in HUM in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 782 funds tracked by Wall St. Rank hold HUM as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Humana position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 20 Humana shares in Q1 2020, an estimated $7K.
  • Joseph P. Lucia & Associates first reported a position in Humana in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Humana position peaked at $7K in Q4 2019.
  • 782 funds tracked by Wall St. Rank held Humana as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.