Kiwi Wealth Investments Limited Partnership’s Humana HUM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-17,449	Closed	-$8.49M	–	21
2023 Q3	$8.49M	Buy	17,449 +15,935	+1,053%	+$7.49M	0.93%	27
2023 Q2	$677K	Hold	1,514	–	–	0.04%	175
2023 Q1	$735K	Buy	1,514 +1,123	+287%	+$555K	0.05%	155
2022 Q4	$200K	Buy	+391	New	+$206K	0.01%	206
2021 Q2	–	Sell	-23,769	Closed	-$9.96M	–	258
2021 Q1	$9.96M	Buy	23,769 +13,565	+133%	+$5.41M	0.58%	51
2020 Q4	$4.19M	Sell	10,204 -1,077	-10%	-$448K	0.25%	119
2020 Q3	$4.67M	Buy	11,281 +638	+6%	+$257K	0.33%	82
2020 Q2	$4.13M	Sell	10,643 -36	-0.3%	-$13.5K	0.33%	74
2020 Q1	$3.35M	Sell	10,679 -8,281	-44%	-$2.79M	0.34%	77
2019 Q4	$6.95M	Buy	+18,960	New	+$6.01M	0.51%	53
2019 Q3	–	Sell	-26,149	Closed	-$6.94M	–	205
2019 Q2	$6.94M	Buy	+26,149	New	+$6.63M	0.61%	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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's HUM Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Humana (HUM) in Q4 2023, closing a stake of 17,449 shares — an estimated $8.49M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HUM in Q2 2019 and held it in 11 quarters. The position peaked at $9.96M in Q1 2021. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 17,449 Humana shares in Q4 2023, an estimated $8.49M.
Kiwi Wealth Investments Limited Partnership first reported a position in Humana in Q2 2019 and held it in 11 quarters.
Kiwi Wealth Investments Limited Partnership's Humana position peaked at $9.96M in Q1 2021.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.