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Kessler Investment Group’s Humana HUM Stock Holding History

Kessler Investment Group’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
-6,387
Closed -$3.1M – 181
2023
Q1 		$3.1M Buy
6,387
+109
+2% +$53.9K 2.09% 23
2022
Q4 		$3.22M Buy
+6,278
New +$3.3M 3.4% 12

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kessler Investment Group's HUM Position: Q2 2023 in Review

Kessler Investment Group sold out of Humana (HUM) in Q2 2023, closing a stake of 6,387 shares — an estimated $3.1M sold.

Kessler Investment Group first reported a position in HUM in Q4 2022 and held it in 2 quarters. The position peaked at $3.22M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

  • Kessler Investment Group reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
  • Kessler Investment Group sold 6,387 Humana shares in Q2 2023, an estimated $3.1M.
  • Kessler Investment Group first reported a position in Humana in Q4 2022 and held it in 2 quarters.
  • Kessler Investment Group's Humana position peaked at $3.22M in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Kessler Investment Group's 13F filing for Q2 2023, filed 24 Jul 2023.