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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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HUM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Humana (HUM) stake by 171% in Q4 2022, buying an estimated $12.6K and bringing the position to 38 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Heritage Wealth Management (Arizona) first reported a position in HUM in Q1 2021 and has held it in 7 quarters since. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 38 shares of Humana worth $19.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 24 Humana shares in Q4 2022, an estimated $12.6K.
  • Humana made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #667 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Humana in Q1 2021 and has held it in 7 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.