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Foundations Investment Advisors’s Humana HUM Stock Holding History

Foundations Investment 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
2023
Q3 		– Sell
-453
Closed -$202K – 654
2023
Q2 		$202K Buy
453
+14
+3% +$7.05K 0.01% 546
2023
Q1 		$213K Buy
+439
New +$217K 0.01% 468

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foundations Investment Advisors's HUM Position: Q3 2023 in Review

Foundations Investment Advisors sold out of Humana (HUM) in Q3 2023, closing a stake of 453 shares — an estimated $202K sold.

Foundations Investment Advisors first reported a position in HUM in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Foundations Investment Advisors reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 453 Humana shares in Q3 2023, an estimated $202K.
  • Foundations Investment Advisors first reported a position in Humana in Q1 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's Humana position peaked at $213K in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.