Financial Council’s Humana HUM Stock Holding History

Financial Council’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
2024 Q1	–	Sell	-543	Closed	-$249K	–	84
2023 Q4	$249K	Hold	543	–	–	0.17%	61
2023 Q3	$264K	Hold	543	–	–	0.21%	54
2023 Q2	$243K	Hold	543	–	–	0.19%	58
2023 Q1	$264K	Hold	543	–	–	0.22%	52
2022 Q4	$278K	Hold	543	–	–	0.17%	52
2022 Q3	$263K	Buy	543 +65	+14%	+$31.6K	0.3%	46
2022 Q2	$224K	Hold	478	–	–	0.28%	38
2022 Q1	$208K	Hold	478	–	–	0.25%	41
2021 Q4	$222K	Buy	+478	New	+$212K	0.27%	42

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Financial Council's HUM Position: Q1 2024 in Review

Financial Council sold out of Humana (HUM) in Q1 2024, closing a stake of 543 shares — an estimated $249K sold.

Financial Council first reported a position in HUM in Q4 2021 and held it in 9 quarters. The position peaked at $278K in Q4 2022. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Financial Council reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Financial Council sold 543 Humana shares in Q1 2024, an estimated $249K.
Financial Council first reported a position in Humana in Q4 2021 and held it in 9 quarters.
Financial Council's Humana position peaked at $278K in Q4 2022.
1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Financial Council's 13F filing for Q1 2024, filed 6 May 2024.