Guardian Capital Advisors (Canada)’s Humana HUM Stock Holding History

Guardian Capital Advisors (Canada)’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 Q2	–	Sell	-385	Closed	-$205K	–	167
2023 Q1	$205K	Buy	+385	New	+$190K	0.02%	144
2015 Q2	–	Sell	-1,020	Closed	-$226K	–	181
2015 Q1	$226K	Sell	1,020 -220	-18%	-$34.8K	0.03%	174
2014 Q4	$219K	Buy	+1,240	New	+$169K	0.04%	163

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s HUM Position: Q2 2023 in Review

Guardian Capital Advisors (Canada) sold out of Humana (HUM) in Q2 2023, closing a stake of 385 shares — an estimated $205K sold.

Guardian Capital Advisors (Canada) first reported a position in HUM in Q4 2014 and held it in 3 quarters. The position peaked at $226K in Q1 2015. 1,071 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

Guardian Capital Advisors (Canada) reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 385 Humana shares in Q2 2023, an estimated $205K.
Guardian Capital Advisors (Canada) first reported a position in Humana in Q4 2014 and held it in 3 quarters.
Guardian Capital Advisors (Canada)'s Humana position peaked at $226K in Q1 2015.
1,071 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q2 2023, filed 14 Aug 2023.