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Sun Life Financial’s Humana HUM Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-76
Closed -$32K – 272
2021
Q1 		$32K Sell
76
-3
-4% -$1.2K ﹤0.01% 212
2020
Q4 		$32K Hold
79
– – ﹤0.01% 204
2020
Q3 		$33K Hold
79
– – 0.01% 192
2020
Q2 		$31K Buy
79
+7
+10% +$2.62K 0.01% 175
2020
Q1 		$23K Sell
72
-7
-9% -$2.36K 0.01% 184
2019
Q4 		$29K Sell
79
-31
-28% -$9.83K 0.01% 184
2019
Q3 		$28K Hold
110
– – 0.01% 355
2019
Q2 		$29K Sell
110
-119
-52% -$30.2K 0.01% 349
2019
Q1 		$61K Sell
229
-152
-40% -$43.8K 0.01% 330
2018
Q4 		$109K Buy
381
+2
+0.5% +$634 0.02% 280
2018
Q3 		$128K Buy
379
+6
+2% +$1.95K 0.02% 301
2018
Q2 		$111K Buy
373
+204
+121% +$59.7K 0.02% 311
2018
Q1 		$628 Sell
169
-146
-46% -$39.5K 0.01% 398
2017
Q4 		$78K Sell
315
-748
-70% -$185K 0.01% 213
2017
Q3 		$259K Buy
1,063
+13
+1% +$3.19K 0.03% 194
2017
Q2 		$253K Buy
1,050
+1,033
+6,076% +$234K 0.03% 195
2017
Q1 		$81 Buy
+17
New +$3.52K ﹤0.01% 440

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sun Life Financial's HUM Position: Q2 2021 in Review

Sun Life Financial sold out of Humana (HUM) in Q2 2021, closing a stake of 76 shares — an estimated $32K sold.

Sun Life Financial first reported a position in HUM in Q1 2017 and held it in 17 quarters. The position peaked at $259K in Q3 2017. 889 funds tracked by Wall St. Rank hold HUM as of Q2 2021.

  • Sun Life Financial reported no remaining Humana position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 76 Humana shares in Q2 2021, an estimated $32K.
  • Sun Life Financial first reported a position in Humana in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Humana position peaked at $259K in Q3 2017.
  • 889 funds tracked by Wall St. Rank held Humana as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.