Doyle Wealth Management’s Humana HUM Stock Holding History

Doyle 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	$540K	Sell	1,113 -18,793	-94%	-$9.14M	0.05%	127
2022 Q2	$9.32M	Sell	19,906 -287	-1%	-$128K	0.75%	51
2022 Q1	$8.79M	Buy	20,193 +378	+2%	+$158K	0.63%	55
2021 Q4	$9.19M	Sell	19,815 -145	-0.7%	-$64.2K	0.66%	57
2021 Q3	$7.77M	Buy	19,960 +91	+0.5%	+$38.6K	0.62%	57
2021 Q2	$8.8M	Buy	19,869 +216	+1%	+$94.4K	0.73%	54
2021 Q1	$8.24M	Buy	19,653 +279	+1%	+$111K	0.79%	49
2020 Q4	$7.95M	Buy	19,374 +345	+2%	+$143K	0.81%	46
2020 Q3	$7.88M	Buy	+19,029	New	+$7.65M	0.91%	40
2019 Q3	–	Sell	-32	Closed	-$8K	–	427
2019 Q2	$8K	Buy	+32	New	+$8.12K	﹤0.01%	666
2019 Q1	–	Sell	-32	Closed	-$9K	–	411
2018 Q4	$9K	Buy	+32	New	+$10.1K	﹤0.01%	639

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

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

Doyle Wealth Management reduced its Humana (HUM) stake by 94% in Q3 2022, selling an estimated $9.14M and leaving 1,113 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #127.

Doyle Wealth Management first reported a position in HUM in Q4 2018 and has held it in 11 quarters since. The position peaked at $9.32M in Q2 2022. 1,001 funds tracked by Wall St. Rank hold HUM as of Q3 2022.

Doyle Wealth Management held 1,113 shares of Humana worth $540K as of Q3 2022.
Doyle Wealth Management sold 18,793 Humana shares in Q3 2022, an estimated $9.14M.
Humana made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #127 holding.
Doyle Wealth Management first reported a position in Humana in Q4 2018 and has held it in 11 quarters since.
Doyle Wealth Management's Humana position peaked at $9.32M in Q2 2022.
1,001 funds tracked by Wall St. Rank held Humana as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.