Certified Advisory Corp’s Humana HUM Stock Holding History

Certified Advisory Corp’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	-435	Closed	-$212K	–	290
2023 Q3	$212K	Buy	+435	New	+$204K	0.04%	224
2023 Q2	–	Sell	-441	Closed	-$214K	–	270
2023 Q1	$214K	Buy	441 +1	+0.2%	+$494	0.04%	224
2022 Q4	$225K	Buy	440 +1	+0.2%	+$526	0.04%	215
2022 Q3	$213K	Hold	439	–	–	0.05%	205
2022 Q2	$205K	Buy	+439	New	+$195K	0.05%	197
2022 Q1	–	Sell	-437	Closed	-$203K	–	255
2021 Q4	$203K	Buy	+437	New	+$193K	0.04%	213
2021 Q2	–	Sell	-435	Closed	-$182K	–	440
2021 Q1	$182K	Buy	+435	New	+$174K	0.05%	203
2020 Q2	$168K	Buy	433 +1	+0.2%	+$374	0.06%	189
2020 Q1	$136K	Buy	432 +1	+0.2%	+$337	0.05%	189
2019 Q4	$158K	Hold	431	–	–	0.05%	198
2019 Q3	$110K	Buy	431 +1	+0.2%	+$280	0.04%	229
2019 Q2	$114K	Sell	430 -7	-2%	-$1.77K	0.04%	220
2019 Q1	$116K	Buy	437 +9	+2%	+$2.59K	0.05%	203
2018 Q4	$123K	Sell	428 -16	-4%	-$5.07K	0.06%	183
2018 Q3	$150K	Hold	444	–	–	0.07%	168
2018 Q2	$132K	Buy	444 +2	+0.5%	+$586	0.07%	169
2018 Q1	$119K	Hold	442	–	–	0.07%	180
2017 Q4	$109K	Buy	+442	New	+$109K	0.08%	158

Other funds holding HUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Certified Advisory Corp's HUM Position: Q4 2023 in Review

Certified Advisory Corp sold out of Humana (HUM) in Q4 2023, closing a stake of 435 shares — an estimated $212K sold.

Certified Advisory Corp first reported a position in HUM in Q4 2017 and held it in 18 quarters. The position peaked at $225K in Q4 2022. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Certified Advisory Corp reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 435 Humana shares in Q4 2023, an estimated $212K.
Certified Advisory Corp first reported a position in Humana in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Humana position peaked at $225K in Q4 2022.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.