Laidlaw Wealth Management’s Humana HUM Stock Holding History

Laidlaw Wealth Management’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	-731	Closed	-$335K	–	201
2023 Q4	$335K	Sell	731 -38	-5%	-$18.7K	0.12%	172
2023 Q3	$374K	Hold	769	–	–	0.12%	180
2023 Q2	$344K	Sell	769 -86	-10%	-$43.3K	0.07%	246
2023 Q1	$415K	Hold	855	–	–	0.08%	220
2022 Q4	$438K	Buy	855 +46	+6%	+$24.2K	0.09%	208
2022 Q3	$393K	Buy	809 +110	+16%	+$53.5K	0.09%	203
2022 Q2	$327K	Buy	699 +10	+1%	+$4.45K	0.07%	254
2022 Q1	$300K	Hold	689	–	–	0.05%	302
2021 Q4	$320K	Buy	+689	New	+$305K	0.05%	295
2021 Q1	–	Sell	-689	Closed	-$283K	–	276
2020 Q4	$283K	Sell	689 -26	-4%	-$10.8K	0.06%	273
2020 Q3	$296K	Hold	715	–	–	0.13%	154
2020 Q2	$277K	Sell	715 -6	-0.8%	-$2.25K	0.14%	138
2020 Q1	$226K	Buy	721 +17	+2%	+$5.73K	0.15%	133
2019 Q4	$258K	Buy	+704	New	+$223K	0.16%	136

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 $3.38T AUM 44.17% 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

Laidlaw Wealth Management's HUM Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Humana (HUM) in Q1 2024, closing a stake of 731 shares — an estimated $335K sold.

Laidlaw Wealth Management first reported a position in HUM in Q4 2019 and held it in 14 quarters. The position peaked at $438K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Laidlaw Wealth Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 731 Humana shares in Q1 2024, an estimated $335K.
Laidlaw Wealth Management first reported a position in Humana in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's Humana position peaked at $438K in Q4 2022.
1,031 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.