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McKinley Carter Wealth Services’s Humana HUM Stock Holding History

McKinley Carter 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
2018
Q2 		– Sell
-113
Closed -$30K – 263
2018
Q1 		$30K Buy
+113
New +$30.6K 0.01% 301

Other funds holding HUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

McKinley Carter Wealth Services's HUM Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Humana (HUM) in Q2 2018, closing a stake of 113 shares — an estimated $30K sold.

McKinley Carter Wealth Services first reported a position in HUM in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 705 funds tracked by Wall St. Rank hold HUM as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Humana position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 113 Humana shares in Q2 2018, an estimated $30K.
  • McKinley Carter Wealth Services first reported a position in Humana in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Humana position peaked at $30K in Q1 2018.
  • 705 funds tracked by Wall St. Rank held Humana as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.