Gitterman Wealth Management’s Humana HUM Stock Holding History

Gitterman 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 Q4	–	Sell	-616	Closed	-$300K	–	99
2023 Q3	$300K	Buy	+616	New	+$289K	0.14%	36
2023 Q2	–	Sell	-488	Closed	-$237K	–	95
2023 Q1	$237K	Buy	488 +39	+9%	+$19.3K	0.11%	58
2022 Q4	$230K	Buy	+449	New	+$236K	0.12%	57
2022 Q3	–	Sell	-504	Closed	-$236K	–	81
2022 Q2	$236K	Buy	+504	New	+$224K	0.22%	50
2022 Q1	–	Sell	-638	Closed	-$296K	–	106
2021 Q4	$296K	Buy	+638	New	+$282K	0.22%	60

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

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

Gitterman Wealth Management's HUM Position: Q4 2023 in Review

Gitterman Wealth Management sold out of Humana (HUM) in Q4 2023, closing a stake of 616 shares — an estimated $300K sold.

Gitterman Wealth Management first reported a position in HUM in Q4 2021 and held it in 5 quarters. The position peaked at $300K in Q3 2023. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Gitterman Wealth Management reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
Gitterman Wealth Management sold 616 Humana shares in Q4 2023, an estimated $300K.
Gitterman Wealth Management first reported a position in Humana in Q4 2021 and held it in 5 quarters.
Gitterman Wealth Management's Humana position peaked at $300K in Q3 2023.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Gitterman Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.