Financial Synergies Wealth Advisors’s Humana HUM Stock Holding History

Financial Synergies Wealth Advisors’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	-3	Closed	-$1.54K	–	526
2023 Q4	$1.54K	Sell	3 -1	-25%	-$493	﹤0.01%	273
2023 Q3	$1.95K	Buy	4 +1	+33%	+$470	﹤0.01%	303
2023 Q2	$1.34K	Hold	3	–	–	﹤0.01%	332
2023 Q1	$1.46K	Hold	3	–	–	﹤0.01%	333
2022 Q4	$1.54K	Hold	3	–	–	﹤0.01%	273
2022 Q3	$1.46K	Sell	3 -1	-25%	-$486	﹤0.01%	253
2022 Q2	$1.87K	Buy	+4	New	+$1.78K	﹤0.01%	242

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Financial Synergies Wealth Advisors's HUM Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Humana (HUM) in Q1 2024, closing a stake of 3 shares — an estimated $1.54K sold.

Financial Synergies Wealth Advisors first reported a position in HUM in Q2 2022 and held it in 7 quarters. The position peaked at $1.95K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Humana shares in Q1 2024, an estimated $1.54K.
Financial Synergies Wealth Advisors first reported a position in Humana in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Humana position peaked at $1.95K in Q3 2023.
1,031 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.