Lenox Wealth Advisors’s Humana HUM Stock Holding History

Lenox Wealth 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
2022 Q1	$6K	Buy	14 +4	+40%	+$1.67K	﹤0.01%	545
2021 Q4	$5K	Buy	10 +5	+100%	+$2.21K	﹤0.01%	600
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	631
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	642
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	608
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	575
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	517
2020 Q2	$2K	Hold	5	–	–	﹤0.01%	517
2020 Q1	$2K	Sell	5 -1	-17%	-$337	﹤0.01%	583
2019 Q4	$2K	Buy	6 +1	+20%	+$317	﹤0.01%	602
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	578
2019 Q2	$1K	Buy	+5	New	+$1.27K	﹤0.01%	386
2018 Q3	–	Sell	-2	Closed	-$1K	–	460
2018 Q2	$1K	Buy	+2	New	+$586	﹤0.01%	516
2016 Q1	–	Sell	-22	Closed	-$4K	–	324
2015 Q4	$4K	Buy	+22	New	+$3.86K	﹤0.01%	255

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

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's HUM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Humana (HUM) stake by 40% in Q1 2022, buying an estimated $1.67K and bringing the position to 14 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Lenox Wealth Advisors first reported a position in HUM in Q4 2015 and has held it in 14 quarters since. 916 funds tracked by Wall St. Rank hold HUM as of Q1 2022.

Lenox Wealth Advisors held 14 shares of Humana worth $6K as of Q1 2022.
Lenox Wealth Advisors bought 4 Humana shares in Q1 2022, an estimated $1.67K.
Humana made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #545 holding.
Lenox Wealth Advisors first reported a position in Humana in Q4 2015 and has held it in 14 quarters since.
916 funds tracked by Wall St. Rank held Humana as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.