AWM
HUM icon

Avitas Wealth Management’s Humana HUM Stock Holding History

Avitas 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
2024
Q1 		– Sell
-826
Closed -$378K – 206
2023
Q4 		$378K Sell
826
-4
-0.5% -$1.97K 0.06% 175
2023
Q3 		$404K Sell
830
-26
-3% -$12.2K 0.08% 177
2023
Q2 		$383K Sell
856
-12
-1% -$6.04K 0.07% 172
2023
Q1 		$421K Sell
868
-21
-2% -$10.4K 0.08% 171
2022
Q4 		$455K Buy
889
+4
+0.5% +$2.1K 0.1% 148
2022
Q3 		$429K Buy
885
+3
+0.3% +$1.46K 0.1% 142
2022
Q2 		$413K Buy
+882
New +$392K 0.09% 152
2019
Q2 		– Sell
-2,244
Closed -$597K – 170
2019
Q1 		$597K Sell
2,244
-1,553
-41% -$448K 0.17% 125
2018
Q4 		$1.09M Sell
3,797
-4
-0.1% -$1.27K 0.36% 96
2018
Q3 		$1.29M Buy
3,801
+317
+9% +$103K 0.37% 100
2018
Q2 		$1.04M Buy
+3,484
New +$1.02M 0.32% 104

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return