Centerpoint Advisors’s Humana HUM Stock Holding History

Centerpoint Advisors’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 Q4	–	Sell	-5	Closed	-$2K	–	502
2023 Q3	$2K	Hold	5	–	–	﹤0.01%	439
2023 Q2	$2K	Hold	5	–	–	﹤0.01%	444
2023 Q1	$2K	Buy	+5	New	+$2.47K	﹤0.01%	437

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

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

Centerpoint Advisors's HUM Position: Q4 2023 in Review

Centerpoint Advisors sold out of Humana (HUM) in Q4 2023, closing a stake of 5 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in HUM in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q3 2023. 1,152 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Centerpoint Advisors reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 5 Humana shares in Q4 2023, an estimated $2K.
Centerpoint Advisors first reported a position in Humana in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Humana position peaked at $2K in Q3 2023.
1,152 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.