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Legacy Financial Advisors’s Humana HUM Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-14
Closed -$4K – 462
2019
Q1 		$4K Sell
14
-44
-76% -$12.7K ﹤0.01% 812
2018
Q4 		$17K Buy
58
+1
+2% +$317 0.01% 441
2018
Q3 		$19K Buy
57
+28
+97% +$9.1K 0.01% 379
2018
Q2 		$9K Sell
29
-3
-9% -$879 ﹤0.01% 548
2018
Q1 		$9K Sell
32
-37
-54% -$10K ﹤0.01% 500
2017
Q4 		$17K Buy
+69
New +$17K 0.01% 392

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Legacy Financial Advisors's HUM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Humana (HUM) in Q2 2019, closing a stake of 14 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in HUM in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q3 2018. 718 funds tracked by Wall St. Rank hold HUM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Humana position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Humana shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Humana in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Humana position peaked at $19K in Q3 2018.
  • 718 funds tracked by Wall St. Rank held Humana as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.