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Nelson Capital Management’s Humana HUM Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-7
Closed -$2K – 190
2019
Q3 		$2K Hold
7
– – ﹤0.01% 310
2019
Q2 		$2K Hold
7
– – ﹤0.01% 275
2019
Q1 		$2K Buy
+7
New +$2.02K ﹤0.01% 247
2018
Q1 		– Sell
-4
Closed -$1K – 284
2017
Q4 		$1K Buy
+4
New +$988 ﹤0.01% 322

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nelson Capital Management's HUM Position: Q4 2019 in Review

Nelson Capital Management sold out of Humana (HUM) in Q4 2019, closing a stake of 7 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in HUM in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 810 funds tracked by Wall St. Rank hold HUM as of Q4 2019.

  • Nelson Capital Management reported no remaining Humana position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 7 Humana shares in Q4 2019, an estimated $2K.
  • Nelson Capital Management first reported a position in Humana in Q4 2017 and held it in 4 quarters.
  • Nelson Capital Management's Humana position peaked at $2K in Q3 2019.
  • 810 funds tracked by Wall St. Rank held Humana as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.