Halpern Financial’s Humana HUM Stock Holding History

Halpern Financial’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	-18	Closed	-$7.83K	–	231
2023 Q2	$7.83K	Buy	+18	New	+$9.06K	﹤0.01%	178
2023 Q1	–	Sell	-1	Closed	-$512	–	190
2022 Q4	$512	Buy	+1	New	+$526	﹤0.01%	179

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Halpern Financial's HUM Position: Q3 2023 in Review

Halpern Financial sold out of Humana (HUM) in Q3 2023, closing a stake of 18 shares — an estimated $7.83K sold.

Halpern Financial first reported a position in HUM in Q4 2022 and held it in 2 quarters. The position peaked at $7.83K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Halpern Financial reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 18 Humana shares in Q3 2023, an estimated $7.83K.
Halpern Financial first reported a position in Humana in Q4 2022 and held it in 2 quarters.
Halpern Financial's Humana position peaked at $7.83K in Q2 2023.
1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.