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

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

Wellington Management Group

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

Fidelity Investments

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

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

Geode Capital Management

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

Capital World Investors

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

Capital Research Global Investors

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