UR
HUM icon

USCA RIA’s Humana HUM Stock Holding History

USCA RIA’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 		$332K Sell
749
-373
-33% -$163K 0.02% 461
2021
Q1 		$470K Buy
1,122
+200
+22% +$79.8K 0.03% 390
2020
Q4 		$378K Sell
922
-201
-18% -$83.6K 0.03% 372
2020
Q3 		$465K Buy
1,123
+601
+115% +$242K 0.04% 298
2020
Q2 		$202K Buy
+522
New +$195K 0.02% 408

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

USCA RIA's HUM Position: Q2 2021 in Review

USCA RIA reduced its Humana (HUM) stake by 33% in Q2 2021, selling an estimated $163K and leaving 749 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #461.

USCA RIA first reported a position in HUM in Q2 2020 and has held it in 5 quarters since. The position peaked at $470K in Q1 2021. 887 funds tracked by Wall St. Rank hold HUM as of Q2 2021.

  • USCA RIA held 749 shares of Humana worth $332K as of Q2 2021.
  • USCA RIA sold 373 Humana shares in Q2 2021, an estimated $163K.
  • Humana made up 0.02% of USCA RIA's portfolio in Q2 2021, its #461 holding.
  • USCA RIA first reported a position in Humana in Q2 2020 and has held it in 5 quarters since.
  • USCA RIA's Humana position peaked at $470K in Q1 2021.
  • 887 funds tracked by Wall St. Rank held Humana as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.