SVWA
HUM icon

Sound View Wealth Advisors’s Humana HUM Stock Holding History

Sound View 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
2019
Q1 		$276K Sell
1,036
-22
-2% -$6.34K 0.09% 197
2018
Q4 		$303K Buy
+1,058
New +$335K 0.11% 171

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sound View Wealth Advisors's HUM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Humana (HUM) stake by 2.1% in Q1 2019, selling an estimated $6.34K and leaving 1,036 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #197.

Sound View Wealth Advisors first reported a position in HUM in Q4 2018 and has held it in 2 quarters since. The position peaked at $303K in Q4 2018. 741 funds tracked by Wall St. Rank hold HUM as of Q1 2019.

  • Sound View Wealth Advisors held 1,036 shares of Humana worth $276K as of Q1 2019.
  • Sound View Wealth Advisors sold 22 Humana shares in Q1 2019, an estimated $6.34K.
  • Humana made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #197 holding.
  • Sound View Wealth Advisors first reported a position in Humana in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Humana position peaked at $303K in Q4 2018.
  • 741 funds tracked by Wall St. Rank held Humana as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.