Jackson Wealth Management’s Humana HUM Stock Holding History

Jackson Wealth 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	-954	Closed	-$427K	–	152
2023 Q2	$427K	Sell	954 -35	-4%	-$17.6K	0.06%	99
2023 Q1	$480K	Buy	989 +377	+62%	+$186K	0.36%	83
2022 Q4	$313K	Sell	612 -144	-19%	-$75.7K	0.12%	79
2022 Q3	$367K	Buy	+756	New	+$368K	0.07%	95
2021 Q3	–	Sell	-894	Closed	-$396K	–	100
2021 Q2	$396K	Buy	+894	New	+$391K	0.05%	112

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jackson Wealth Management's HUM Position: Q3 2023 in Review

Jackson Wealth Management sold out of Humana (HUM) in Q3 2023, closing a stake of 954 shares — an estimated $427K sold.

Jackson Wealth Management first reported a position in HUM in Q2 2021 and held it in 5 quarters. The position peaked at $480K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Jackson Wealth Management reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Jackson Wealth Management sold 954 Humana shares in Q3 2023, an estimated $427K.
Jackson Wealth Management first reported a position in Humana in Q2 2021 and held it in 5 quarters.
Jackson Wealth Management's Humana position peaked at $480K in Q1 2023.
1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.