Annapolis Financial Services’s Humana HUM Stock Holding History

Annapolis Financial Services’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 Q3	$4.52K	Hold	14	–	–	﹤0.01%	323
2024 Q2	$5.23K	Hold	14	–	–	﹤0.01%	310
2024 Q1	$4.86K	Sell	14 -50	-78%	-$18.9K	﹤0.01%	311
2023 Q4	$29.3K	Hold	64	–	–	0.01%	247
2023 Q3	$31.1K	Hold	64	–	–	0.01%	226
2023 Q2	$28.6K	Hold	64	–	–	0.01%	233
2023 Q1	$31.1K	Hold	64	–	–	0.01%	210
2022 Q4	$32.8K	Hold	64	–	–	0.01%	200
2022 Q3	$31K	Sell	64 -36	-36%	-$17.5K	0.01%	208
2022 Q2	$47K	Hold	100	–	–	0.02%	179
2022 Q1	$44K	Hold	100	–	–	0.01%	194
2021 Q4	$46K	Hold	100	–	–	0.01%	188
2021 Q3	$39K	Hold	100	–	–	0.01%	190
2021 Q2	$44K	Hold	100	–	–	0.01%	172
2021 Q1	$42K	Hold	100	–	–	0.02%	163
2020 Q4	$41K	Buy	+100	New	+$41.6K	0.02%	153

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Annapolis Financial Services's HUM Position: Q3 2024 in Review

Annapolis Financial Services held its Humana (HUM) position steady in Q3 2024 at 14 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Annapolis Financial Services first reported a position in HUM in Q4 2020 and has held it in 16 quarters since. The position peaked at $47K in Q2 2022. 939 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Annapolis Financial Services held 14 shares of Humana worth $4.52K as of Q3 2024.
Annapolis Financial Services left its Humana share count unchanged in Q3 2024.
Humana made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #323 holding.
Annapolis Financial Services first reported a position in Humana in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Humana position peaked at $47K in Q2 2022.
939 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.