Iron Triangle Partners’s Humana HUM Stock Holding History

Iron Triangle Partners’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	–	Sell	-35,000	Closed	-$17M	–	32
2022 Q3	$17M	Sell	35,000 -65,000	-65%	-$31.6M	2.97%	18
2022 Q2	$46.8M	Buy	+100,000	New	+$44.5M	6.07%	3
2021 Q4	–	Sell	-157,643	Closed	-$61.3M	–	29
2021 Q3	$61.3M	Sell	157,643 -23,869	-13%	-$10.1M	8.8%	3
2021 Q2	$80.4M	Buy	+181,512	New	+$79.3M	8.28%	1
2020 Q2	–	Sell	-40,000	Closed	-$12.6M	–	30
2020 Q1	$12.6M	Sell	40,000 -19,997	-33%	-$6.74M	4.86%	8
2019 Q4	$22M	Buy	+59,997	New	+$19M	5.83%	6

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Iron Triangle Partners's HUM Position: Q4 2022 in Review

Iron Triangle Partners sold out of Humana (HUM) in Q4 2022, closing a stake of 35,000 shares — an estimated $17M sold.

Iron Triangle Partners first reported a position in HUM in Q4 2019 and held it in 6 quarters. The position peaked at $80.4M in Q2 2021. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Iron Triangle Partners reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Iron Triangle Partners sold 35,000 Humana shares in Q4 2022, an estimated $17M.
Iron Triangle Partners first reported a position in Humana in Q4 2019 and held it in 6 quarters.
Iron Triangle Partners's Humana position peaked at $80.4M in Q2 2021.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Iron Triangle Partners's 13F filing for Q4 2022, filed 14 Feb 2023.