Capital Asset Advisory Services’s Humana HUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-426
Closed -$223K 365
2022
Q4
$223K Buy
426
+13
+3% +$6.83K 0.02% 328
2022
Q3
$200K Buy
+413
New +$201K 0.03% 299
2021
Q1
Sell
-293
Closed -$120K 1036
2020
Q4
$120K Buy
+293
New +$122K 0.02% 420

Other funds holding HUM

Capital Asset Advisory Services's HUM Position: Q1 2023 in Review

Capital Asset Advisory Services sold out of Humana (HUM) in Q1 2023, closing a stake of 426 shares — an estimated $223K sold.

Capital Asset Advisory Services first reported a position in HUM in Q4 2020 and held it in 3 quarters. The position peaked at $223K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • Capital Asset Advisory Services reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • Capital Asset Advisory Services sold 426 Humana shares in Q1 2023, an estimated $223K.
  • Capital Asset Advisory Services first reported a position in Humana in Q4 2020 and held it in 3 quarters.
  • Capital Asset Advisory Services's Humana position peaked at $223K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Capital Asset Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.