Ropes Wealth Advisors’s Humana HUM Stock Holding History

Ropes Wealth 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	-4	Closed	-$2K	–	481
2020 Q4	$2K	Buy	+4	New	+$1.66K	﹤0.01%	646
2020 Q3	–	Sell	-11	Closed	-$4K	–	633
2020 Q2	$4K	Buy	+11	New	+$4.12K	﹤0.01%	499
2016 Q1	–	Sell	-3	Closed	-$1K	–	485
2015 Q4	$1K	Buy	+3	New	+$526	﹤0.01%	425

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ropes Wealth Advisors's HUM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Humana (HUM) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in HUM in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 876 funds tracked by Wall St. Rank hold HUM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Humana position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 4 Humana shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Humana in Q4 2015 and held it in 3 quarters.
Ropes Wealth Advisors's Humana position peaked at $4K in Q2 2020.
876 funds tracked by Wall St. Rank held Humana as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.