Endurance Wealth Management’s Humana HUM Stock Holding History

Endurance 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
2023 Q2	$45K	Hold	100	–	–	0.01%	349
2023 Q1	$49K	Hold	100	–	–	0.01%	347
2022 Q4	$51K	Hold	100	–	–	0.01%	321
2022 Q3	$49K	Hold	100	–	–	0.01%	324
2022 Q2	$47K	Hold	100	–	–	0.01%	333
2022 Q1	$44K	Hold	100	–	–	0.01%	363
2021 Q4	$46K	Hold	100	–	–	﹤0.01%	360
2021 Q3	$39K	Hold	100	–	–	﹤0.01%	379
2021 Q2	$44K	Hold	100	–	–	﹤0.01%	372
2021 Q1	$42K	Hold	100	–	–	﹤0.01%	377
2020 Q4	$41K	Hold	100	–	–	0.01%	348
2020 Q3	$41K	Hold	100	–	–	0.01%	325
2020 Q2	$39K	Hold	100	–	–	0.01%	333
2020 Q1	$31K	Hold	100	–	–	0.01%	327
2019 Q4	$37K	Hold	100	–	–	0.01%	308
2019 Q3	$26K	Buy	100 +78	+355%	+$21.9K	﹤0.01%	335
2019 Q2	$6K	Hold	22	–	–	﹤0.01%	409
2019 Q1	$6K	Hold	22	–	–	﹤0.01%	413
2018 Q4	$6K	Buy	+22	New	+$6.97K	﹤0.01%	400

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's HUM Position: Q2 2023 in Review

Endurance Wealth Management held its Humana (HUM) position steady in Q2 2023 at 100 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #349.

Endurance Wealth Management first reported a position in HUM in Q4 2018 and has held it in 19 quarters since. The position peaked at $51K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

Endurance Wealth Management held 100 shares of Humana worth $45K as of Q2 2023.
Endurance Wealth Management left its Humana share count unchanged in Q2 2023.
Humana made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #349 holding.
Endurance Wealth Management first reported a position in Humana in Q4 2018 and has held it in 19 quarters since.
Endurance Wealth Management's Humana position peaked at $51K in Q4 2022.
1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.