Lenox Wealth Management’s Humana HUM Stock Holding History

Lenox Wealth 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	$17K	Hold	45	–	–	0.01%	366
2020 Q1	$14K	Sell	45 -7	-13%	-$2.36K	﹤0.01%	356
2019 Q4	$19K	Sell	52 -6	-10%	-$1.9K	0.01%	364
2019 Q3	$14K	Buy	58 +4	+7%	+$1.12K	﹤0.01%	403
2019 Q2	$14K	Hold	54	–	–	﹤0.01%	391
2019 Q1	$14K	Sell	54 -9	-14%	-$2.59K	﹤0.01%	406
2018 Q4	$18K	Buy	63 +11	+21%	+$3.49K	0.01%	309
2018 Q3	$18K	Sell	52 -6	-10%	-$1.95K	0.01%	342
2018 Q2	$17K	Buy	58 +7	+14%	+$2.05K	0.01%	314
2018 Q1	$13K	Hold	51	–	–	﹤0.01%	340
2017 Q4	$13K	Sell	51 -1	-2%	-$247	﹤0.01%	358
2017 Q3	$12K	Hold	52	–	–	﹤0.01%	367
2017 Q2	$13K	Buy	+52	New	+$11.8K	0.01%	347

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Lenox Wealth Management's HUM Position: Q2 2020 in Review

Lenox Wealth Management held its Humana (HUM) position steady in Q2 2020 at 45 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #366.

Lenox Wealth Management first reported a position in HUM in Q2 2017 and has held it in 13 quarters since. The position peaked at $19K in Q4 2019. 836 funds tracked by Wall St. Rank hold HUM as of Q2 2020.

Lenox Wealth Management held 45 shares of Humana worth $17K as of Q2 2020.
Lenox Wealth Management left its Humana share count unchanged in Q2 2020.
Humana made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #366 holding.
Lenox Wealth Management first reported a position in Humana in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Humana position peaked at $19K in Q4 2019.
836 funds tracked by Wall St. Rank held Humana as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.