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Personal Wealth Partners’s Humana HUM Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-5
Closed -$2K – 210
2021
Q2 		$2K Buy
+5
New +$2.18K ﹤0.01% 382
2020
Q1 		– Sell
-5
Closed -$2K – 290
2019
Q4 		$2K Hold
5
– – ﹤0.01% 350
2019
Q3 		$1K Buy
+5
New +$1.4K ﹤0.01% 440

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Wealth Partners's HUM Position: Q3 2021 in Review

Personal Wealth Partners sold out of Humana (HUM) in Q3 2021, closing a stake of 5 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in HUM in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 853 funds tracked by Wall St. Rank hold HUM as of Q3 2021.

  • Personal Wealth Partners reported no remaining Humana position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Humana shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Humana in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Humana position peaked at $2K in Q2 2021.
  • 853 funds tracked by Wall St. Rank held Humana as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.