Jupiter Investment Management’s Humana HUM Stock Holding History

Jupiter Investment Management’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 Q2	$58.4M	Buy	150,488 +75,137	+100%	+$28.1M	0.93%	26
2020 Q1	$23.7M	Buy	75,351 +38,379	+104%	+$12.9M	0.46%	68
2019 Q4	$13.6M	Sell	36,972 -5,782	-14%	-$1.83M	0.19%	140
2019 Q3	$10.9M	Buy	+42,754	New	+$12M	0.14%	163
2019 Q2	–	Sell	-528	Closed	-$140K	–	380
2019 Q1	$140K	Sell	528 -289,728	-100%	-$83.5M	﹤0.01%	330
2018 Q4	$83.2M	Sell	290,256 -32,551	-10%	-$10.3M	0.74%	46
2018 Q3	$109M	Sell	322,807 -488,638	-60%	-$159M	0.75%	48
2018 Q2	$242M	Buy	811,445 +84,388	+12%	+$24.7M	1.72%	14
2018 Q1	$195M	Buy	727,057 +494,826	+213%	+$134M	1.56%	21
2017 Q4	$57.6M	Sell	232,231 -209,094	-47%	-$51.6M	0.53%	60
2017 Q3	$108M	Buy	441,325 +247,237	+127%	+$60.6M	1.12%	29
2017 Q2	$46.7M	Buy	+194,088	New	+$43.9M	0.57%	57
2015 Q1	–	Sell	-17,470	Closed	-$2.51M	–	374
2014 Q4	$2.51M	Sell	17,470 -3,534	-17%	-$483K	0.09%	157
2014 Q3	$2.74M	Buy	21,004 +15,339	+271%	+$1.95M	0.13%	126
2014 Q2	$723K	Hold	5,665	–	–	0.04%	256
2014 Q1	$638K	Buy	+5,665	New	+$590K	0.04%	264

Other funds holding HUM

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

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

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

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

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

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Jupiter Investment Management's HUM Position: Q2 2020 in Review

Jupiter Investment Management increased its Humana (HUM) stake by 100% in Q2 2020, buying an estimated $28.1M and bringing the position to 150,488 shares worth $58.4M. The position accounts for 0.93% of the portfolio, ranked #26.

Jupiter Investment Management first reported a position in HUM in Q1 2014 and has held it in 16 quarters since. The position peaked at $242M in Q2 2018. 835 funds tracked by Wall St. Rank hold HUM as of Q2 2020.

Jupiter Investment Management held 150,488 shares of Humana worth $58.4M as of Q2 2020.
Jupiter Investment Management bought 75,137 Humana shares in Q2 2020, an estimated $28.1M.
Humana made up 0.93% of Jupiter Investment Management's portfolio in Q2 2020, its #26 holding.
Jupiter Investment Management first reported a position in Humana in Q1 2014 and has held it in 16 quarters since.
Jupiter Investment Management's Humana position peaked at $242M in Q2 2018.
835 funds tracked by Wall St. Rank held Humana as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.