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	–	1096
2022 Q4	$1.02K	Buy	+2	New	+$1.05K	﹤0.01%	867
2021 Q1	–	Sell	-250	Closed	-$103K	–	952
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	–	761
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

Focused Wealth Management's HUM Position: Q1 2023 in Review

Focused Wealth Management sold out of Humana (HUM) in Q1 2023, closing a stake of 2 shares — an estimated $1.02K sold.

Focused Wealth Management first reported a position in HUM in Q1 2018 and held it in 9 quarters. The position peaked at $237K in Q3 2018. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

Focused Wealth Management reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
Focused Wealth Management sold 2 Humana shares in Q1 2023, an estimated $1.02K.
Focused Wealth Management first reported a position in Humana in Q1 2018 and held it in 9 quarters.
Focused Wealth Management's Humana position peaked at $237K in Q3 2018.
1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.