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Squar Milner Financial Services’s Humana HUM Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-97
Closed -$30K – 427
2020
Q1 		$30K Sell
97
-4
-4% -$1.35K 0.02% 408
2019
Q4 		$37K Buy
+101
New +$32K 0.02% 438
2019
Q3 		– Sell
-91
Closed -$24K – 433
2019
Q2 		$24K Buy
91
+58
+176% +$14.7K 0.02% 439
2019
Q1 		$8K Buy
+33
New +$9.51K 0.01% 564

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Squar Milner Financial Services's HUM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Humana (HUM) in Q2 2020, closing a stake of 97 shares — an estimated $30K sold.

Squar Milner Financial Services first reported a position in HUM in Q1 2019 and held it in 4 quarters. The position peaked at $37K in Q4 2019. 836 funds tracked by Wall St. Rank hold HUM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Humana position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 97 Humana shares in Q2 2020, an estimated $30K.
  • Squar Milner Financial Services first reported a position in Humana in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Humana position peaked at $37K in Q4 2019.
  • 836 funds tracked by Wall St. Rank held Humana as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.