Clear Perspectives Financial Planning’s Humana HUM Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$27.7K	Hold	57	–	–	0.02%	96
2022 Q4	$29.2K	Hold	57	–	–	0.02%	106
2022 Q3	$28K	Hold	57	–	–	0.01%	108
2022 Q2	$27K	Hold	57	–	–	0.01%	110
2022 Q1	$25K	Hold	57	–	–	0.01%	129
2021 Q4	$26K	Hold	57	–	–	0.01%	133
2021 Q3	$22K	Hold	57	–	–	0.01%	133
2021 Q2	$25K	Hold	57	–	–	0.01%	127
2021 Q1	$24K	Hold	57	–	–	0.01%	120
2020 Q4	$23K	Buy	+57	New	+$23.7K	0.01%	115

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's HUM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Humana (HUM) position steady in Q1 2023 at 57 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #96.

Clear Perspectives Financial Planning first reported a position in HUM in Q4 2020 and has held it in 10 quarters since. The position peaked at $29.2K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

Clear Perspectives Financial Planning held 57 shares of Humana worth $27.7K as of Q1 2023.
Clear Perspectives Financial Planning left its Humana share count unchanged in Q1 2023.
Humana made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #96 holding.
Clear Perspectives Financial Planning first reported a position in Humana in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Humana position peaked at $29.2K in Q4 2022.
1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.