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Laurel Wealth Advisors (California)’s Humana HUM Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$455K Buy
889
+135
+18% +$71K 0.04% 379
2022
Q3 		$366K Buy
+754
New +$367K 0.04% 418

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HUM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Humana (HUM) stake by 18% in Q4 2022, buying an estimated $71K and bringing the position to 889 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #379.

Laurel Wealth Advisors (California) first reported a position in HUM in Q3 2022 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 889 shares of Humana worth $455K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 135 Humana shares in Q4 2022, an estimated $71K.
  • Humana made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #379 holding.
  • Laurel Wealth Advisors (California) first reported a position in Humana in Q3 2022 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.