HWMA
HUM icon

Heritage Wealth Management (Arizona)’s Humana HUM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$19.5K Buy
38
+24
+171% +$12.6K ﹤0.01% 667
2022
Q3 		$7K Hold
14
– – ﹤0.01% 709
2022
Q2 		$6.55K Sell
14
-2
-13% -$890 ﹤0.01% 731
2022
Q1 		$7K Buy
+16
New +$6.69K ﹤0.01% 757
2021
Q3 		$5K Hold
14
– – ﹤0.01% 731
2021
Q2 		$6K Hold
14
– – ﹤0.01% 723
2021
Q1 		$6K Buy
+14
New +$5.59K ﹤0.01% 630

Other funds holding HUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return