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Lebenthal Global Advisors’s Humana HUM Stock Holding History

Lebenthal Global 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
-270
Closed -$110K – 316
2020
Q4 		$110K Buy
+270
New +$112K 0.08% 168

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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

Lebenthal Global Advisors's HUM Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Humana (HUM) in Q1 2021, closing a stake of 270 shares — an estimated $110K sold.

Lebenthal Global Advisors first reported a position in HUM in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 270 Humana shares in Q1 2021, an estimated $110K.
  • Lebenthal Global Advisors first reported a position in Humana in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Humana position peaked at $110K in Q4 2020.
  • 876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.