Winslow Evans & Crocker’s Humana HUM Stock Holding History

Winslow Evans & Crocker’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	$387K	Buy	944 +125	+15%	+$52K	0.07%	226
2020 Q3	$339K	Sell	819 -125	-13%	-$50.3K	0.08%	213
2020 Q2	$366K	Hold	944	–	–	0.1%	199
2020 Q1	$298K	Hold	944	–	–	0.1%	190
2019 Q4	$348K	Hold	944	–	–	0.09%	220
2019 Q3	$242K	Hold	944	–	–	0.07%	263
2019 Q2	$252K	Hold	944	–	–	0.07%	259
2019 Q1	$254K	Sell	944 -300	-24%	-$86.5K	0.07%	264
2018 Q4	$358K	Buy	1,244 +300	+32%	+$95.1K	0.12%	179
2018 Q3	$320K	Hold	944	–	–	0.1%	202
2018 Q2	$282K	Hold	944	–	–	0.09%	214
2018 Q1	$254K	Hold	944	–	–	0.08%	222
2017 Q4	$234K	Hold	944	–	–	0.08%	236
2017 Q3	$230K	Sell	944 -86	-8%	-$21.1K	0.08%	232
2017 Q2	$248K	Hold	1,030	–	–	0.07%	282
2017 Q1	$212K	Hold	1,030	–	–	0.07%	287
2016 Q4	$210K	Hold	1,030	–	–	0.06%	285
2016 Q3	$182K	Hold	1,030	–	–	0.05%	310
2016 Q2	$185K	Hold	1,030	–	–	0.06%	289
2016 Q1	$188K	Hold	1,030	–	–	0.06%	279
2015 Q4	$184K	Hold	1,030	–	–	0.05%	308
2015 Q3	$184K	Hold	1,030	–	–	0.06%	282
2015 Q2	$197K	Hold	1,030	–	–	0.06%	312
2015 Q1	$183K	Sell	1,030 -22	-2%	-$3.48K	0.05%	312
2014 Q4	$151K	Hold	1,052	–	–	0.04%	335
2014 Q3	$137K	Buy	1,052 +22	+2%	+$2.8K	0.04%	371
2014 Q2	$132K	Hold	1,030	–	–	0.04%	324
2014 Q1	$116K	Hold	1,030	–	–	0.04%	331
2013 Q4	$106K	Buy	+1,030	New	+$101K	0.04%	365

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Winslow Evans & Crocker's HUM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Humana (HUM) stake by 15% in Q4 2020, buying an estimated $52K and bringing the position to 944 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #226.

Winslow Evans & Crocker first reported a position in HUM in Q4 2013 and has held it in 29 quarters since. 867 funds tracked by Wall St. Rank hold HUM as of Q4 2020.

Winslow Evans & Crocker held 944 shares of Humana worth $387K as of Q4 2020.
Winslow Evans & Crocker bought 125 Humana shares in Q4 2020, an estimated $52K.
Humana made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #226 holding.
Winslow Evans & Crocker first reported a position in Humana in Q4 2013 and has held it in 29 quarters since.
867 funds tracked by Wall St. Rank held Humana as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.