Herold Advisors’s Humana HUM Stock Holding History

Herold Advisors’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 Q2	–	Sell	-140	Closed	-$60.9K	–	393
2022 Q1	$60.9K	Buy	+140	New	+$58.6K	0.02%	350
2021 Q4	–	Sell	-140	Closed	-$54K	–	382
2021 Q3	$54K	Buy	+140	New	+$59.4K	0.02%	366

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Herold Advisors's HUM Position: Q2 2022 in Review

Herold Advisors sold out of Humana (HUM) in Q2 2022, closing a stake of 140 shares — an estimated $60.9K sold.

Herold Advisors first reported a position in HUM in Q3 2021 and held it in 2 quarters. The position peaked at $60.9K in Q1 2022. 959 funds tracked by Wall St. Rank hold HUM as of Q2 2022.

Herold Advisors reported no remaining Humana position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 140 Humana shares in Q2 2022, an estimated $60.9K.
Herold Advisors first reported a position in Humana in Q3 2021 and held it in 2 quarters.
Herold Advisors's Humana position peaked at $60.9K in Q1 2022.
959 funds tracked by Wall St. Rank held Humana as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.