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Pinnacle Family Advisors’s Humana HUM Stock Holding History

Pinnacle Family Advisors’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
Q1 		– Sell
-502
Closed -$206K – 130
2020
Q4 		$206K Hold
502
– – 0.13% 121
2020
Q3 		$208K Buy
+502
New +$202K 0.14% 76

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Family Advisors's HUM Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Humana (HUM) in Q1 2021, closing a stake of 502 shares — an estimated $206K sold.

Pinnacle Family Advisors first reported a position in HUM in Q3 2020 and held it in 2 quarters. The position peaked at $208K in Q3 2020. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 502 Humana shares in Q1 2021, an estimated $206K.
  • Pinnacle Family Advisors first reported a position in Humana in Q3 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's Humana position peaked at $208K in Q3 2020.
  • 876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.