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Lucia Wealth Services’s Humana HUM Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-2,700
Closed -$773K – 197
2018
Q4 		$773K Sell
2,700
-1,305
-33% -$414K 0.36% 63
2018
Q3 		$1.36M Sell
4,005
-331
-8% -$108K 0.42% 60
2018
Q2 		$1.29M Buy
+4,336
New +$1.27M 0.57% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lucia Wealth Services's HUM Position: Q1 2019 in Review

Lucia Wealth Services sold out of Humana (HUM) in Q1 2019, closing a stake of 2,700 shares — an estimated $773K sold.

Lucia Wealth Services first reported a position in HUM in Q2 2018 and held it in 3 quarters. The position peaked at $1.36M in Q3 2018. 742 funds tracked by Wall St. Rank hold HUM as of Q1 2019.

  • Lucia Wealth Services reported no remaining Humana position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 2,700 Humana shares in Q1 2019, an estimated $773K.
  • Lucia Wealth Services first reported a position in Humana in Q2 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Humana position peaked at $1.36M in Q3 2018.
  • 742 funds tracked by Wall St. Rank held Humana as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.