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Okabena Investment Services’s Humana HUM Stock Holding History

Okabena Investment 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
2020
Q4 		– Sell
-2,064
Closed -$854K – 79
2020
Q3 		$854K Buy
2,064
+29
+1% +$11.7K 0.65% 52
2020
Q2 		$789K Buy
+2,035
New +$761K 0.69% 49

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Okabena Investment Services's HUM Position: Q4 2020 in Review

Okabena Investment Services sold out of Humana (HUM) in Q4 2020, closing a stake of 2,064 shares — an estimated $854K sold.

Okabena Investment Services first reported a position in HUM in Q2 2020 and held it in 2 quarters. The position peaked at $854K in Q3 2020. 867 funds tracked by Wall St. Rank hold HUM as of Q4 2020.

  • Okabena Investment Services reported no remaining Humana position as of Q4 2020 after selling out during the quarter.
  • Okabena Investment Services sold 2,064 Humana shares in Q4 2020, an estimated $854K.
  • Okabena Investment Services first reported a position in Humana in Q2 2020 and held it in 2 quarters.
  • Okabena Investment Services's Humana position peaked at $854K in Q3 2020.
  • 867 funds tracked by Wall St. Rank held Humana as of Q4 2020.

Based on Okabena Investment Services's 13F filing for Q4 2020, filed 12 Feb 2021.