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Principle Wealth Partners’s Humana HUM Stock Holding History

Principle 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
2020
Q3 		– Sell
-12
Closed -$5K – 274
2020
Q2 		$5K Buy
+12
New +$4.49K ﹤0.01% 435

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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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principle Wealth Partners's HUM Position: Q3 2020 in Review

Principle Wealth Partners sold out of Humana (HUM) in Q3 2020, closing a stake of 12 shares — an estimated $5K sold.

Principle Wealth Partners first reported a position in HUM in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 846 funds tracked by Wall St. Rank hold HUM as of Q3 2020.

  • Principle Wealth Partners reported no remaining Humana position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 12 Humana shares in Q3 2020, an estimated $5K.
  • Principle Wealth Partners first reported a position in Humana in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Humana position peaked at $5K in Q2 2020.
  • 846 funds tracked by Wall St. Rank held Humana as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.