Omnia Family Wealth’s Humana HUM Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-8	Closed	-$2K	–	294
2019 Q1	$2K	Sell	8 -104	-93%	-$30K	﹤0.01%	464
2018 Q4	$32K	Sell	112 -34	-23%	-$10.8K	0.02%	174
2018 Q3	$49K	Hold	146	–	–	0.02%	155
2018 Q2	$44K	Hold	146	–	–	0.02%	159
2018 Q1	$39K	Hold	146	–	–	0.02%	161
2017 Q4	$36K	Buy	146 +67	+85%	+$16.5K	0.02%	181
2017 Q3	$19K	Sell	79 -1	-1%	-$245	0.01%	209
2017 Q2	$19K	Buy	80 +55	+220%	+$12.5K	0.01%	219
2017 Q1	$5K	Hold	25	–	–	﹤0.01%	379
2016 Q4	$5K	Buy	+25	New	+$4.77K	﹤0.01%	376

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Omnia Family Wealth's HUM Position: Q2 2019 in Review

Omnia Family Wealth sold out of Humana (HUM) in Q2 2019, closing a stake of 8 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in HUM in Q4 2016 and held it in 10 quarters. The position peaked at $49K in Q3 2018. 718 funds tracked by Wall St. Rank hold HUM as of Q2 2019.

Omnia Family Wealth reported no remaining Humana position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 8 Humana shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Humana in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Humana position peaked at $49K in Q3 2018.
718 funds tracked by Wall St. Rank held Humana as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.