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Industrial Alliance Investment Management’s Humana HUM Stock Holding History

Industrial Alliance Investment Management’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
-473
Closed -$211K – 78
2023
Q2 		$211K Sell
473
-4,521
-91% -$2.28M 0.11% 78
2023
Q1 		$2.42M Buy
4,994
+4,411
+757% +$2.18M 0.07% 209
2022
Q4 		$299K Buy
583
+65
+13% +$34.2K 0.01% 324
2022
Q3 		$251K Buy
+518
New +$252K 0.01% 324

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Industrial Alliance Investment Management's HUM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Humana (HUM) in Q3 2023, closing a stake of 473 shares — an estimated $211K sold.

Industrial Alliance Investment Management first reported a position in HUM in Q3 2022 and held it in 4 quarters. The position peaked at $2.42M in Q1 2023. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 473 Humana shares in Q3 2023, an estimated $211K.
  • Industrial Alliance Investment Management first reported a position in Humana in Q3 2022 and held it in 4 quarters.
  • Industrial Alliance Investment Management's Humana position peaked at $2.42M in Q1 2023.
  • 1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.