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Torch Wealth Management’s Humana HUM Stock Holding History

Torch 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
2019
Q4 		$3.24M Sell
8,853
-67
-0.8% -$21.3K 1.79% 11
2019
Q3 		$2.28M Sell
8,920
-60
-0.7% -$16.8K 1.35% 23
2019
Q2 		$2.38M Sell
8,980
-80
-0.9% -$20.3K 1.43% 20
2019
Q1 		$2.41M Sell
9,060
-203
-2% -$58.5K 1.49% 18
2018
Q4 		$2.65M Buy
9,263
+25
+0.3% +$7.93K 1.9% 12
2018
Q3 		$3.13M Hold
9,238
– – 1.87% 11
2018
Q2 		$2.75M Sell
9,238
-150
-2% -$43.9K 1.73% 14
2018
Q1 		$2.52M Sell
9,388
-360
-4% -$97.5K 1.64% 17
2017
Q4 		$2.42M Sell
9,748
-50
-0.5% -$12.3K 1.48% 19
2017
Q3 		$2.39M Sell
9,798
-200
-2% -$49K 1.57% 18
2017
Q2 		$2.41M Hold
9,998
– – 1.66% 18
2017
Q1 		$2.06M Sell
9,998
-250
-2% -$51.7K 1.37% 24
2016
Q4 		$2.09M Sell
10,248
-25
-0.2% -$4.77K 1.48% 21
2016
Q3 		$1.82M Sell
10,273
-15
-0.1% -$2.6K 1.32% 24
2016
Q2 		$1.85M Hold
10,288
– – 1.35% 25
2016
Q1 		$1.88M Sell
10,288
-50
-0.5% -$8.67K 1.42% 22
2015
Q4 		$1.84M Hold
10,338
– – 1.35% 28
2015
Q3 		$1.85M Sell
10,338
-175
-2% -$32.3K 1.42% 23
2015
Q2 		$2.01M Sell
10,513
-8,180
-44% -$1.52M 1.39% 23
2015
Q1 		$3.33M Buy
18,693
+335
+2% +$53K 2.57% 5
2014
Q4 		$2.64M Buy
18,358
+392
+2% +$53.6K 2.02% 10
2014
Q3 		$2.34M Buy
17,966
+66
+0.4% +$8.39K 1.72% 15
2014
Q2 		$2.29M Buy
17,900
+175
+1% +$20.7K 1.55% 20
2014
Q1 		$2M Buy
17,725
+375
+2% +$39.1K 1.45% 23
2013
Q4 		$1.79M Buy
+17,350
New +$1.7M 1.37% 24

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Torch Wealth Management's HUM Position: Q4 2019 in Review

Torch Wealth Management reduced its Humana (HUM) stake by 0.75% in Q4 2019, selling an estimated $21.3K and leaving 8,853 shares worth $3.24M. The position accounts for 1.79% of the portfolio, ranked #11.

Torch Wealth Management first reported a position in HUM in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.33M in Q1 2015. 810 funds tracked by Wall St. Rank hold HUM as of Q4 2019.

  • Torch Wealth Management held 8,853 shares of Humana worth $3.24M as of Q4 2019.
  • Torch Wealth Management sold 67 Humana shares in Q4 2019, an estimated $21.3K.
  • Humana made up 1.79% of Torch Wealth Management's portfolio in Q4 2019, its #11 holding.
  • Torch Wealth Management first reported a position in Humana in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's Humana position peaked at $3.33M in Q1 2015.
  • 810 funds tracked by Wall St. Rank held Humana as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.