Mount Vernon Associates’s Humana HUM Stock Holding History

Mount Vernon Associates’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
2022 Q1	–	Sell	-500	Closed	-$232K	–	52
2021 Q4	$232K	Buy	+500	New	+$221K	0.2%	50
2021 Q3	–	Sell	-500	Closed	-$221K	–	58
2021 Q2	$221K	Hold	500	–	–	0.2%	52
2021 Q1	$210K	Hold	500	–	–	0.21%	52
2020 Q4	$205K	Hold	500	–	–	0.22%	50
2020 Q3	$207K	Buy	+500	New	+$201K	0.25%	48

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Vernon Associates's HUM Position: Q1 2022 in Review

Mount Vernon Associates sold out of Humana (HUM) in Q1 2022, closing a stake of 500 shares — an estimated $232K sold.

Mount Vernon Associates first reported a position in HUM in Q3 2020 and held it in 5 quarters. The position peaked at $232K in Q4 2021. 916 funds tracked by Wall St. Rank hold HUM as of Q1 2022.

Mount Vernon Associates reported no remaining Humana position as of Q1 2022 after selling out during the quarter.
Mount Vernon Associates sold 500 Humana shares in Q1 2022, an estimated $232K.
Mount Vernon Associates first reported a position in Humana in Q3 2020 and held it in 5 quarters.
Mount Vernon Associates's Humana position peaked at $232K in Q4 2021.
916 funds tracked by Wall St. Rank held Humana as of Q1 2022.

Based on Mount Vernon Associates's 13F filing for Q1 2022, filed 25 Apr 2022.