Financial Gravity Asset Management’s Humana HUM Stock Holding History

Financial Gravity Asset 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	–	Hold	0	–	–	–	905
2021 Q3	$389K	Hold	1	–	–	0.18%	102
2021 Q2	$443K	Buy	+1	New	+$437	0.16%	91
2020 Q4	$2K	Buy	+6	New	+$2.5K	﹤0.01%	323
2019 Q4	$367K	Buy	68 +56	+467%	+$17.8K	0.25%	38
2019 Q3	$3K	Buy	12 +1	+9%	+$280	﹤0.01%	816
2019 Q2	$3K	Sell	11 -16	-59%	-$4.06K	﹤0.01%	804
2019 Q1	$7K	Buy	+27	New	+$7.78K	0.01%	623
2018 Q3	$179K	Buy	562 +166	+42%	+$53.9K	0.19%	136
2018 Q2	$129K	Buy	396 +3	+0.8%	+$879	0.12%	174
2018 Q1	$113K	Buy	+393	New	+$106K	0.12%	172

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Gravity Asset Management's HUM Position: Q4 2023 in Review

Financial Gravity Asset Management held its Humana (HUM) position steady in Q4 2023 at 0 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Financial Gravity Asset Management first reported a position in HUM in Q1 2018 and has held it in 10 quarters since. The position peaked at $443K in Q2 2021. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Financial Gravity Asset Management held 0 shares of Humana worth $423 as of Q4 2023.
Financial Gravity Asset Management left its Humana share count unchanged in Q4 2023.
Humana made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2023, its #905 holding.
Financial Gravity Asset Management first reported a position in Humana in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Humana position peaked at $443K in Q2 2021.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Financial Gravity Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.