Kaizen Advisory’s Humana HUM Stock Holding History

Kaizen Advisory’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
2018 Q4	$105K	Buy	366 +32	+10%	+$10.1K	0.07%	217
2018 Q3	$113K	Hold	334	–	–	0.06%	213
2018 Q2	$99K	Buy	334 +199	+147%	+$58.3K	0.05%	231
2018 Q1	$36K	Hold	135	–	–	0.04%	241
2017 Q4	$33K	Buy	+135	New	+$33.3K	0.02%	248

Other funds holding HUM

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Kaizen Advisory's HUM Position: Q4 2018 in Review

Kaizen Advisory increased its Humana (HUM) stake by 9.6% in Q4 2018, buying an estimated $10.1K and bringing the position to 366 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #217.

Kaizen Advisory first reported a position in HUM in Q4 2017 and has held it in 5 quarters since. The position peaked at $113K in Q3 2018. 750 funds tracked by Wall St. Rank hold HUM as of Q4 2018.

Kaizen Advisory held 366 shares of Humana worth $105K as of Q4 2018.
Kaizen Advisory bought 32 Humana shares in Q4 2018, an estimated $10.1K.
Humana made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #217 holding.
Kaizen Advisory first reported a position in Humana in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Humana position peaked at $113K in Q3 2018.
750 funds tracked by Wall St. Rank held Humana as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.