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Curran Financial Partners’s Humana HUM Stock Holding History

Curran Financial Partners’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
Q2 		– Sell
-417
Closed -$202K – 76
2023
Q1 		$202K Sell
417
-7
-2% -$3.46K 0.1% 65
2022
Q4 		$217K Hold
424
– – 0.1% 63
2022
Q3 		$206K Buy
+424
New +$206K 0.1% 61
2022
Q1 		– Sell
-434
Closed -$201K – 78
2021
Q4 		$201K Buy
+434
New +$192K 0.09% 72

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curran Financial Partners's HUM Position: Q2 2023 in Review

Curran Financial Partners sold out of Humana (HUM) in Q2 2023, closing a stake of 417 shares — an estimated $202K sold.

Curran Financial Partners first reported a position in HUM in Q4 2021 and held it in 4 quarters. The position peaked at $217K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

  • Curran Financial Partners reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
  • Curran Financial Partners sold 417 Humana shares in Q2 2023, an estimated $202K.
  • Curran Financial Partners first reported a position in Humana in Q4 2021 and held it in 4 quarters.
  • Curran Financial Partners's Humana position peaked at $217K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Curran Financial Partners's 13F filing for Q2 2023, filed 11 Jul 2023.