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WESPAC Advisors SoCal’s Humana HUM Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-800
Closed -$347K – 79
2020
Q3 		$347K Buy
+800
New +$322K 0.17% 58
2020
Q1 		– Sell
-1,000
Closed -$367K – 83
2019
Q4 		$367K Hold
1,000
– – 0.17% 64
2019
Q3 		$256K Hold
1,000
– – 0.13% 71
2019
Q2 		$265K Buy
+1,000
New +$254K 0.14% 72

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

WESPAC Advisors SoCal's HUM Position: Q4 2020 in Review

WESPAC Advisors SoCal sold out of Humana (HUM) in Q4 2020, closing a stake of 800 shares — an estimated $347K sold.

WESPAC Advisors SoCal first reported a position in HUM in Q2 2019 and held it in 4 quarters. The position peaked at $367K in Q4 2019. 867 funds tracked by Wall St. Rank hold HUM as of Q4 2020.

  • WESPAC Advisors SoCal reported no remaining Humana position as of Q4 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 800 Humana shares in Q4 2020, an estimated $347K.
  • WESPAC Advisors SoCal first reported a position in Humana in Q2 2019 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Humana position peaked at $367K in Q4 2019.
  • 867 funds tracked by Wall St. Rank held Humana as of Q4 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2020, filed 2 Feb 2021.