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Financial Advocates Investment Management’s Humana HUM Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-425
Closed -$207K – 754
2023
Q3 		$207K Sell
425
-25
-6% -$11.7K 0.01% 647
2023
Q2 		$201K Sell
450
-1
-0.2% -$503 0.01% 649
2023
Q1 		$219K Buy
+451
New +$223K 0.02% 658

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Advocates Investment Management's HUM Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Humana (HUM) in Q4 2023, closing a stake of 425 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in HUM in Q1 2023 and held it in 3 quarters. The position peaked at $219K in Q1 2023. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 425 Humana shares in Q4 2023, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in Humana in Q1 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Humana position peaked at $219K in Q1 2023.
  • 1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.