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KCM Investment Advisors’s Humana HUM Stock Holding History

KCM 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
Q1 		– Sell
-453
Closed -$232K – 411
2022
Q4 		$232K Buy
453
+8
+2% +$4.21K 0.01% 371
2022
Q3 		$216K Buy
+445
New +$216K 0.01% 360

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KCM Investment Advisors's HUM Position: Q1 2023 in Review

KCM Investment Advisors sold out of Humana (HUM) in Q1 2023, closing a stake of 453 shares — an estimated $232K sold.

KCM Investment Advisors first reported a position in HUM in Q3 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • KCM Investment Advisors reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 453 Humana shares in Q1 2023, an estimated $232K.
  • KCM Investment Advisors first reported a position in Humana in Q3 2022 and held it in 2 quarters.
  • KCM Investment Advisors's Humana position peaked at $232K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on KCM Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.