Empower Advisory Group
HUM icon

Empower Advisory Group’s Humana HUM Stock Holding History

Empower Advisory Group’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
-515
Closed -$230K – 476
2023
Q2 		$230K Sell
515
-161
-24% -$81.1K ﹤0.01% 447
2023
Q1 		$345K Buy
+676
New +$334K ﹤0.01% 357

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Empower Advisory Group's HUM Position: Q3 2023 in Review

Empower Advisory Group sold out of Humana (HUM) in Q3 2023, closing a stake of 515 shares — an estimated $230K sold.

Empower Advisory Group first reported a position in HUM in Q1 2023 and held it in 2 quarters. The position peaked at $345K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Empower Advisory Group reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Empower Advisory Group sold 515 Humana shares in Q3 2023, an estimated $230K.
  • Empower Advisory Group first reported a position in Humana in Q1 2023 and held it in 2 quarters.
  • Empower Advisory Group's Humana position peaked at $345K in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.