BerganKDV Wealth Management’s Humana HUM Stock Holding History

BerganKDV 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
2023 Q2	$7.6K	Sell	17 -4	-19%	-$2.01K	﹤0.01%	576
2023 Q1	$10.2K	Buy	21 +2	+11%	+$989	﹤0.01%	602
2022 Q4	$9.73K	Buy	19 +17	+850%	+$8.94K	﹤0.01%	575
2022 Q3	$1K	Sell	2 -5	-71%	-$2.43K	﹤0.01%	895
2022 Q2	$3K	Hold	7	–	–	﹤0.01%	772
2022 Q1	$3K	Sell	7 -62	-90%	-$25.9K	﹤0.01%	806
2021 Q4	$32K	Buy	69 +62	+886%	+$27.4K	﹤0.01%	481
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	825
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	764
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	735
2020 Q4	$3K	Buy	7 +5	+250%	+$2.08K	﹤0.01%	733
2020 Q3	$1K	Sell	2 -20	-91%	-$8.04K	﹤0.01%	816
2020 Q2	$9K	Sell	22 -13	-37%	-$4.86K	﹤0.01%	553
2020 Q1	$11K	Hold	35	–	–	﹤0.01%	479
2019 Q4	$13K	Buy	35 +12	+52%	+$3.81K	﹤0.01%	500
2019 Q3	$6K	Hold	23	–	–	﹤0.01%	543
2019 Q2	$6K	Hold	23	–	–	﹤0.01%	569
2019 Q1	$6K	Hold	23	–	–	﹤0.01%	574
2018 Q4	$7K	Buy	+23	New	+$7.29K	﹤0.01%	519

Other funds holding HUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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