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Wealthspire Advisors (Maryland)’s Humana HUM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$373K Buy
901
+289
+47% +$116K 0.01% 317
2020
Q2 		$237K Buy
+612
New +$229K 0.02% 382
2020
Q1 		– Sell
-550
Closed -$202K – 466
2019
Q4 		$202K Buy
+550
New +$174K 0.01% 472
2019
Q2 		– Sell
-552
Closed -$147K – 1148
2019
Q1 		$147K Buy
552
+26
+5% +$7.49K 0.01% 518
2018
Q4 		$151K Sell
526
-37
-7% -$11.7K 0.01% 471
2018
Q3 		$191K Sell
563
-5
-0.9% -$1.63K 0.02% 471
2018
Q2 		$169K Buy
568
+37
+7% +$10.8K 0.02% 513
2018
Q1 		$143K Buy
531
+56
+12% +$15.2K 0.01% 580
2017
Q4 		$118K Buy
475
+171
+56% +$42.2K 0.01% 649
2017
Q3 		$74K Buy
304
+38
+14% +$9.31K 0.01% 821
2017
Q2 		$64K Buy
266
+67
+34% +$15.2K 0.01% 854
2017
Q1 		$41K Buy
199
+32
+19% +$6.62K 0.01% 850
2016
Q4 		$34K Buy
167
+61
+58% +$11.6K 0.01% 867
2016
Q3 		$19K Buy
106
+32
+43% +$5.55K ﹤0.01% 1071
2016
Q2 		$13K Buy
74
+3
+4% +$533 ﹤0.01% 1136
2016
Q1 		$13K Buy
71
+1
+1% +$173 ﹤0.01% 1120
2015
Q4 		$12K Buy
+70
New +$12.3K ﹤0.01% 1145

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HUM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Humana (HUM) stake by 47% in Q3 2020, buying an estimated $116K and bringing the position to 901 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #317.

Wealthspire Advisors (Maryland) first reported a position in HUM in Q4 2015 and has held it in 17 quarters since. 847 funds tracked by Wall St. Rank hold HUM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 901 shares of Humana worth $373K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 289 Humana shares in Q3 2020, an estimated $116K.
  • Humana made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #317 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Humana in Q4 2015 and has held it in 17 quarters since.
  • 847 funds tracked by Wall St. Rank held Humana as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.