JSF Financial’s Humana HUM Stock Holding History

JSF Financial’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	-1,375	Closed	-$668K	–	112
2023 Q1	$668K	Buy	+1,375	New	+$680K	0.25%	57
2022 Q4	–	Sell	-1,451	Closed	-$704K	–	118
2022 Q3	$704K	Buy	+1,451	New	+$706K	0.27%	43

Other funds holding HUM

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JSF Financial's HUM Position: Q2 2023 in Review

JSF Financial sold out of Humana (HUM) in Q2 2023, closing a stake of 1,375 shares — an estimated $668K sold.

JSF Financial first reported a position in HUM in Q3 2022 and held it in 2 quarters. The position peaked at $704K in Q3 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

JSF Financial reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
JSF Financial sold 1,375 Humana shares in Q2 2023, an estimated $668K.
JSF Financial first reported a position in Humana in Q3 2022 and held it in 2 quarters.
JSF Financial's Humana position peaked at $704K in Q3 2022.
1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on JSF Financial's 13F filing for Q2 2023, filed 2 Aug 2023.