Sonora Investment Management’s Humana HUM Stock Holding History

Sonora Investment Management’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	$47K	Buy	122 +100	+455%	+$42.4K	0.01%	427
2021 Q2	$10K	Hold	22	–	–	﹤0.01%	713
2021 Q1	$9K	Sell	22 -550	-96%	-$220K	﹤0.01%	1343
2020 Q4	$235K	Hold	572	–	–	0.02%	279
2020 Q3	$237K	Hold	572	–	–	0.02%	254
2020 Q2	$222K	Hold	572	–	–	0.02%	237
2020 Q1	$180K	Hold	572	–	–	0.02%	240
2019 Q4	$210K	Hold	572	–	–	0.02%	247
2019 Q3	$146K	Buy	572 +50	+10%	+$14K	0.02%	278
2019 Q2	$138K	Hold	522	–	–	0.02%	280
2019 Q1	$139K	Hold	522	–	–	0.02%	271
2018 Q4	$150K	Hold	522	–	–	0.02%	240
2018 Q3	$177K	Hold	522	–	–	0.02%	216
2018 Q2	$155K	Hold	522	–	–	0.02%	225
2018 Q1	$140K	Hold	522	–	–	0.02%	232
2017 Q4	$129K	Hold	522	–	–	0.02%	234
2017 Q3	$127K	Hold	522	–	–	0.02%	230
2017 Q2	$126K	Hold	522	–	–	0.02%	224
2017 Q1	$108K	Hold	522	–	–	0.02%	236
2016 Q4	$107K	Hold	522	–	–	0.02%	213
2016 Q3	$92.3K	Hold	522	–	–	0.02%	230
2016 Q2	$93.9K	Hold	522	–	–	0.02%	204
2016 Q1	$91.9K	Hold	522	–	–	0.02%	212
2015 Q4	$93K	Sell	522 -36	-6%	-$6.32K	0.02%	168
2015 Q3	$101K	Buy	+558	New	+$103K	0.03%	147

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sonora Investment Management's HUM Position: Q3 2021 in Review

Sonora Investment Management increased its Humana (HUM) stake by 455% in Q3 2021, buying an estimated $42.4K and bringing the position to 122 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #427.

Sonora Investment Management first reported a position in HUM in Q3 2015 and has held it in 25 quarters since. The position peaked at $237K in Q3 2020. 853 funds tracked by Wall St. Rank hold HUM as of Q3 2021.

Sonora Investment Management held 122 shares of Humana worth $47K as of Q3 2021.
Sonora Investment Management bought 100 Humana shares in Q3 2021, an estimated $42.4K.
Humana made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #427 holding.
Sonora Investment Management first reported a position in Humana in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Humana position peaked at $237K in Q3 2020.
853 funds tracked by Wall St. Rank held Humana as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.