CM Wealth Advisors’s Humana HUM Stock Holding History

CM Wealth 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 Q3	–	Sell	-476	Closed	-$216K	–	118
2023 Q2	$216K	Sell	476 -2,081	-81%	-$1.05M	0.07%	149
2023 Q1	$1.29M	Buy	+2,557	New	+$1.26M	0.25%	107

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

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

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

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

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

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

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

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

CM Wealth Advisors's HUM Position: Q3 2023 in Review

CM Wealth Advisors sold out of Humana (HUM) in Q3 2023, closing a stake of 476 shares — an estimated $216K sold.

CM Wealth Advisors first reported a position in HUM in Q1 2023 and held it in 2 quarters. The position peaked at $1.29M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

CM Wealth Advisors reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 476 Humana shares in Q3 2023, an estimated $216K.
CM Wealth Advisors first reported a position in Humana in Q1 2023 and held it in 2 quarters.
CM Wealth Advisors's Humana position peaked at $1.29M in Q1 2023.
1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.