Amplius Wealth Advisors’s Humana HUM Stock Holding History

Amplius Wealth Advisors’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 Q2	–	Sell	-1,019	Closed	-$443K	–	187
2022 Q1	$443K	Sell	1,019 -3	-0.3%	-$1.25K	0.07%	111
2021 Q4	$474K	Buy	+1,022	New	+$452K	0.07%	109

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amplius Wealth Advisors's HUM Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of Humana (HUM) in Q2 2022, closing a stake of 1,019 shares — an estimated $443K sold.

Amplius Wealth Advisors first reported a position in HUM in Q4 2021 and held it in 2 quarters. The position peaked at $474K in Q4 2021. 959 funds tracked by Wall St. Rank hold HUM as of Q2 2022.

Amplius Wealth Advisors reported no remaining Humana position as of Q2 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,019 Humana shares in Q2 2022, an estimated $443K.
Amplius Wealth Advisors first reported a position in Humana in Q4 2021 and held it in 2 quarters.
Amplius Wealth Advisors's Humana position peaked at $474K in Q4 2021.
959 funds tracked by Wall St. Rank held Humana as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.