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Lucus Advisors’s Humana HUM Stock Holding History

Lucus 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
2018
Q1 		$227K Sell
843
-529
-39% -$143K 0.39% 56
2017
Q4 		$340K Sell
1,372
-60
-4% -$14.8K 0.5% 49
2017
Q3 		$349K Sell
1,432
-61
-4% -$14.9K 0.49% 72
2017
Q2 		$359K Sell
1,493
-488
-25% -$110K 0.48% 75
2017
Q1 		$408K Buy
+1,981
New +$410K 0.38% 136

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lucus Advisors's HUM Position: Q1 2018 in Review

Lucus Advisors reduced its Humana (HUM) stake by 39% in Q1 2018, selling an estimated $143K and leaving 843 shares worth $227K. The position accounts for 0.39% of the portfolio, ranked #56.

Lucus Advisors first reported a position in HUM in Q1 2017 and has held it in 5 quarters since. The position peaked at $408K in Q1 2017. 683 funds tracked by Wall St. Rank hold HUM as of Q1 2018.

  • Lucus Advisors held 843 shares of Humana worth $227K as of Q1 2018.
  • Lucus Advisors sold 529 Humana shares in Q1 2018, an estimated $143K.
  • Humana made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #56 holding.
  • Lucus Advisors first reported a position in Humana in Q1 2017 and has held it in 5 quarters since.
  • Lucus Advisors's Humana position peaked at $408K in Q1 2017.
  • 683 funds tracked by Wall St. Rank held Humana as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.