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UBP Investment Advisors’s Humana HUM Stock Holding History

UBP Investment 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
2021
Q2 		– Sell
-993
Closed -$420K – 125
2021
Q1 		$420K Buy
993
+466
+88% +$186K 0.17% 85
2020
Q4 		$216K Buy
527
+22
+4% +$9.15K 0.11% 73
2020
Q3 		$209K Sell
505
-24
-5% -$9.65K 0.16% 60
2020
Q2 		$205K Buy
+529
New +$198K 0.16% 54

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

UBP Investment Advisors's HUM Position: Q2 2021 in Review

UBP Investment Advisors sold out of Humana (HUM) in Q2 2021, closing a stake of 993 shares — an estimated $420K sold.

UBP Investment Advisors first reported a position in HUM in Q2 2020 and held it in 4 quarters. The position peaked at $420K in Q1 2021. 887 funds tracked by Wall St. Rank hold HUM as of Q2 2021.

  • UBP Investment Advisors reported no remaining Humana position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 993 Humana shares in Q2 2021, an estimated $420K.
  • UBP Investment Advisors first reported a position in Humana in Q2 2020 and held it in 4 quarters.
  • UBP Investment Advisors's Humana position peaked at $420K in Q1 2021.
  • 887 funds tracked by Wall St. Rank held Humana as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.