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Altium Wealth Management’s Humana HUM Stock Holding History

Altium 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
2022
Q1 		– Sell
-704
Closed -$327K – 391
2021
Q4 		$327K Sell
704
-160
-19% -$70.8K 0.02% 315
2021
Q3 		$336K Sell
864
-42
-5% -$17.8K 0.02% 302
2021
Q2 		$401K Buy
906
+130
+17% +$56.8K 0.03% 262
2021
Q1 		$325K Buy
776
+239
+45% +$95.4K 0.03% 296
2020
Q4 		$220K Buy
+537
New +$223K 0.02% 320

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's HUM Position: Q1 2022 in Review

Altium Wealth Management sold out of Humana (HUM) in Q1 2022, closing a stake of 704 shares — an estimated $327K sold.

Altium Wealth Management first reported a position in HUM in Q4 2020 and held it in 5 quarters. The position peaked at $401K in Q2 2021. 915 funds tracked by Wall St. Rank hold HUM as of Q1 2022.

  • Altium Wealth Management reported no remaining Humana position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 704 Humana shares in Q1 2022, an estimated $327K.
  • Altium Wealth Management first reported a position in Humana in Q4 2020 and held it in 5 quarters.
  • Altium Wealth Management's Humana position peaked at $401K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Humana as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.