Apogem Capital’s Humana HUM Stock Holding History

Apogem Capital’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 Q4	–	Sell	-847	Closed	-$411K	–	51
2022 Q3	$411K	Buy	+847	New	+$412K	0.41%	82
2021 Q4	–	Sell	-692	Closed	-$269K	–	189
2021 Q3	$269K	Buy	+692	New	+$294K	0.17%	155

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Apogem Capital's HUM Position: Q4 2022 in Review

Apogem Capital sold out of Humana (HUM) in Q4 2022, closing a stake of 847 shares — an estimated $411K sold.

Apogem Capital first reported a position in HUM in Q3 2021 and held it in 2 quarters. The position peaked at $411K in Q3 2022. 1,078 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Apogem Capital reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 847 Humana shares in Q4 2022, an estimated $411K.
Apogem Capital first reported a position in Humana in Q3 2021 and held it in 2 quarters.
Apogem Capital's Humana position peaked at $411K in Q3 2022.
1,078 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.