Curi Wealth Management’s Humana HUM Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-38	Closed	-$18K	–	413
2022 Q2	$18K	Buy	38 +32	+533%	+$14.2K	﹤0.01%	315
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	453
2021 Q4	$2K	Buy	+6	New	+$2.65K	﹤0.01%	419
2021 Q1	–	Sell	-6	Closed	-$2K	–	267
2020 Q4	$2K	Buy	+6	New	+$2.5K	﹤0.01%	338

Other funds holding HUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Curi Wealth Management's HUM Position: Q3 2022 in Review

Curi Wealth Management sold out of Humana (HUM) in Q3 2022, closing a stake of 38 shares — an estimated $18K sold.

Curi Wealth Management first reported a position in HUM in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 1,001 funds tracked by Wall St. Rank hold HUM as of Q3 2022.

Curi Wealth Management reported no remaining Humana position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 38 Humana shares in Q3 2022, an estimated $18K.
Curi Wealth Management first reported a position in Humana in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Humana position peaked at $18K in Q2 2022.
1,001 funds tracked by Wall St. Rank held Humana as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.