SWM
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SVA Wealth Management’s Humana HUM Stock Holding History

SVA Wealth 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
2020
Q4 		– Sell
-932
Closed -$386K – 231
2020
Q3 		$386K Hold
932
– – 0.04% 165
2020
Q2 		$361K Hold
932
– – 0.04% 161
2020
Q1 		$293K Buy
+932
New +$314K 0.03% 168

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

SVA Wealth Management's HUM Position: Q4 2020 in Review

SVA Wealth Management sold out of Humana (HUM) in Q4 2020, closing a stake of 932 shares — an estimated $386K sold.

SVA Wealth Management first reported a position in HUM in Q1 2020 and held it in 3 quarters. The position peaked at $386K in Q3 2020. 867 funds tracked by Wall St. Rank hold HUM as of Q4 2020.

  • SVA Wealth Management reported no remaining Humana position as of Q4 2020 after selling out during the quarter.
  • SVA Wealth Management sold 932 Humana shares in Q4 2020, an estimated $386K.
  • SVA Wealth Management first reported a position in Humana in Q1 2020 and held it in 3 quarters.
  • SVA Wealth Management's Humana position peaked at $386K in Q3 2020.
  • 867 funds tracked by Wall St. Rank held Humana as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.