King Wealth Management Group’s Humana HUM Stock Holding History

King Wealth Management 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
2024 Q1	–	Sell	-1,800	Closed	-$824K	–	150
2023 Q4	$824K	Buy	1,800 +800	+80%	+$394K	0.16%	64
2023 Q3	$487K	Hold	1,000	–	–	0.1%	79
2023 Q2	$447K	Hold	1,000	–	–	0.09%	90
2023 Q1	$485K	Hold	1,000	–	–	0.11%	80
2022 Q4	$512K	Hold	1,000	–	–	0.12%	80
2022 Q3	$485K	Hold	1,000	–	–	0.12%	80
2022 Q2	$468K	Hold	1,000	–	–	0.11%	87
2022 Q1	$435K	Hold	1,000	–	–	0.09%	97
2021 Q4	$464K	Hold	1,000	–	–	0.09%	103
2021 Q3	$389K	Hold	1,000	–	–	0.08%	113
2021 Q2	$443K	Hold	1,000	–	–	0.09%	106
2021 Q1	$419K	Hold	1,000	–	–	0.09%	105
2020 Q4	$410K	Hold	1,000	–	–	0.1%	107
2020 Q3	$414K	Hold	1,000	–	–	0.11%	99
2020 Q2	$388K	Hold	1,000	–	–	0.11%	95
2020 Q1	$314K	Hold	1,000	–	–	0.14%	93
2019 Q4	$367K	Hold	1,000	–	–	0.1%	95
2019 Q3	$256K	Hold	1,000	–	–	0.07%	117
2019 Q2	$265K	Buy	+1,000	New	+$254K	0.08%	112

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

King Wealth Management Group's HUM Position: Q1 2024 in Review

King Wealth Management Group sold out of Humana (HUM) in Q1 2024, closing a stake of 1,800 shares — an estimated $824K sold.

King Wealth Management Group first reported a position in HUM in Q2 2019 and held it in 19 quarters. The position peaked at $824K in Q4 2023. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

King Wealth Management Group reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
King Wealth Management Group sold 1,800 Humana shares in Q1 2024, an estimated $824K.
King Wealth Management Group first reported a position in Humana in Q2 2019 and held it in 19 quarters.
King Wealth Management Group's Humana position peaked at $824K in Q4 2023.
1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on King Wealth Management Group's 13F filing for Q1 2024, filed 9 May 2024.