Bollard Group’s Humana HUM Stock Holding History

Bollard Group’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 Q3	–	Sell	-10	Closed	-$4K	–	519
2023 Q2	$4K	Buy	+10	New	+$5.03K	﹤0.01%	439

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bollard Group's HUM Position: Q3 2023 in Review

Bollard Group sold out of Humana (HUM) in Q3 2023, closing a stake of 10 shares — an estimated $4K sold.

Bollard Group first reported a position in HUM in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Bollard Group reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 10 Humana shares in Q3 2023, an estimated $4K.
Bollard Group first reported a position in Humana in Q2 2023 and held it in 1 quarter.
Bollard Group's Humana position peaked at $4K in Q2 2023.
1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.