Accurate Wealth Management’s Humana HUM Stock Holding History

Accurate 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
2023 Q3	–	Sell	-4,949	Closed	-$2.15M	–	282
2023 Q2	$2.15M	Buy	4,949 +1,384	+39%	+$697K	0.67%	37
2023 Q1	$1.87M	Buy	3,565 +3,451	+3,027%	+$1.71M	0.64%	31
2022 Q4	$54.9K	Buy	+114	New	+$59.9K	0.02%	432

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Accurate Wealth Management's HUM Position: Q3 2023 in Review

Accurate Wealth Management sold out of Humana (HUM) in Q3 2023, closing a stake of 4,949 shares — an estimated $2.15M sold.

Accurate Wealth Management first reported a position in HUM in Q4 2022 and held it in 3 quarters. The position peaked at $2.15M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Accurate Wealth Management reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Accurate Wealth Management sold 4,949 Humana shares in Q3 2023, an estimated $2.15M.
Accurate Wealth Management first reported a position in Humana in Q4 2022 and held it in 3 quarters.
Accurate Wealth Management's Humana position peaked at $2.15M in Q2 2023.
1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.