LWM
HUM icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return