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Keystone Financial Group (Kentucky)’s Humana HUM Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-420
Closed -$204K – 306
2023
Q3 		$204K Buy
+420
New +$197K 0.03% 284

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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s HUM Position: Q4 2023 in Review

Keystone Financial Group (Kentucky) sold out of Humana (HUM) in Q4 2023, closing a stake of 420 shares — an estimated $204K sold.

Keystone Financial Group (Kentucky) first reported a position in HUM in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 1,152 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

  • Keystone Financial Group (Kentucky) reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 420 Humana shares in Q4 2023, an estimated $204K.
  • Keystone Financial Group (Kentucky) first reported a position in Humana in Q3 2023 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Humana position peaked at $204K in Q3 2023.
  • 1,152 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2023, filed 9 Feb 2024.