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Robert N. Shapiro’s Humana HUM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$182K Sell
1,274
-233
-15% -$31.8K 0.04% 266
2014
Q3 		$197K Buy
1,507
+97
+7% +$12.3K 0.04% 276
2014
Q2 		$180K Sell
1,410
-30
-2% -$3.55K 0.03% 285
2014
Q1 		$162K Hold
1,440
– – 0.03% 295
2013
Q4 		$149K Hold
1,440
– – 0.03% 308
2013
Q3 		$134K Sell
1,440
-240
-14% -$22K 0.02% 339
2013
Q2 		$142K Buy
+1,680
New +$133K 0.03% 308

Other funds holding HUM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Robert N. Shapiro's HUM Position: Q4 2014 in Review

Robert N. Shapiro reduced its Humana (HUM) stake by 15% in Q4 2014, selling an estimated $31.8K and leaving 1,274 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #266.

Robert N. Shapiro first reported a position in HUM in Q2 2013 and has held it in 7 quarters since. The position peaked at $197K in Q3 2014. 542 funds tracked by Wall St. Rank hold HUM as of Q4 2014.

  • Robert N. Shapiro held 1,274 shares of Humana worth $182K as of Q4 2014.
  • Robert N. Shapiro sold 233 Humana shares in Q4 2014, an estimated $31.8K.
  • Humana made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #266 holding.
  • Robert N. Shapiro first reported a position in Humana in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Humana position peaked at $197K in Q3 2014.
  • 542 funds tracked by Wall St. Rank held Humana as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.