Able Wealth Management’s Humana HUM Stock Holding History

Able Wealth 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
2024 Q1	–	Sell	-7	Closed	-$3.21K	–	296
2023 Q4	$3.21K	Buy	+7	New	+$3.45K	﹤0.01%	393

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Able Wealth Management's HUM Position: Q1 2024 in Review

Able Wealth Management sold out of Humana (HUM) in Q1 2024, closing a stake of 7 shares — an estimated $3.21K sold.

Able Wealth Management first reported a position in HUM in Q4 2023 and held it in 1 quarter. The position peaked at $3.21K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Able Wealth Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 7 Humana shares in Q1 2024, an estimated $3.21K.
Able Wealth Management first reported a position in Humana in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Humana position peaked at $3.21K in Q4 2023.
1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.