FWM
HUM icon

Focused Wealth Management’s Humana HUM Stock Holding History

Focused 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
Q1 		– Sell
-2
Closed -$1.02K – 1109
2022
Q4 		$1.02K Buy
+2
New +$1.05K ﹤0.01% 867
2021
Q1 		– Sell
-250
Closed -$103K – 959
2020
Q4 		$103K Hold
250
– – 0.02% 260
2020
Q3 		$103K Hold
250
– – 0.02% 240
2020
Q2 		$97K Buy
+250
New +$93.5K 0.02% 231
2019
Q2 		– Sell
-700
Closed -$186K – 763
2019
Q1 		$186K Hold
700
– – 0.06% 137
2018
Q4 		$201K Hold
700
– – 0.07% 142
2018
Q3 		$237K Hold
700
– – 0.08% 127
2018
Q2 		$208K Hold
700
– – 0.07% 147
2018
Q1 		$188K Buy
+700
New +$190K 0.06% 167

Other funds holding HUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return