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IPG Investment Advisors’s Humana HUM Stock Holding History

IPG Investment 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
2023
Q2 		– Sell
-723
Closed -$352K – 180
2023
Q1 		$352K Buy
723
+104
+17% +$51.4K 0.08% 111
2022
Q4 		$317K Buy
619
+185
+43% +$97.2K 0.09% 96
2022
Q3 		$211K Buy
+434
New +$211K 0.06% 114

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

IPG Investment Advisors's HUM Position: Q2 2023 in Review

IPG Investment Advisors sold out of Humana (HUM) in Q2 2023, closing a stake of 723 shares — an estimated $352K sold.

IPG Investment Advisors first reported a position in HUM in Q3 2022 and held it in 3 quarters. The position peaked at $352K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

  • IPG Investment Advisors reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 723 Humana shares in Q2 2023, an estimated $352K.
  • IPG Investment Advisors first reported a position in Humana in Q3 2022 and held it in 3 quarters.
  • IPG Investment Advisors's Humana position peaked at $352K in Q1 2023.
  • 1,071 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on IPG Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.