WCM
HUM icon

Wealthcare Capital Management’s Humana HUM Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-21
Closed -$9K – 341
2021
Q1 		$9K Buy
+21
New +$8.38K ﹤0.01% 291
2020
Q2 		– Sell
-7
Closed -$2K – 134
2020
Q1 		$2K Sell
7
-4
-36% -$1.35K ﹤0.01% 231
2019
Q4 		$4K Buy
+11
New +$3.49K ﹤0.01% 300

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

Wealthcare Capital Management's HUM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Humana (HUM) in Q2 2021, closing a stake of 21 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in HUM in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 887 funds tracked by Wall St. Rank hold HUM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Humana position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 21 Humana shares in Q2 2021, an estimated $9K.
  • Wealthcare Capital Management first reported a position in Humana in Q4 2019 and held it in 3 quarters.
  • Wealthcare Capital Management's Humana position peaked at $9K in Q1 2021.
  • 887 funds tracked by Wall St. Rank held Humana as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.