Level Four Advisory Services’s Humana HUM Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-515	Closed	-$230K	–	804
2023 Q2	$230K	Buy	515 +84	+19%	+$42.3K	0.01%	695
2023 Q1	$209K	Buy	+431	New	+$213K	0.01%	685

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Level Four Advisory Services's HUM Position: Q3 2023 in Review

Level Four Advisory Services sold out of Humana (HUM) in Q3 2023, closing a stake of 515 shares — an estimated $230K sold.

Level Four Advisory Services first reported a position in HUM in Q1 2023 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Level Four Advisory Services reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 515 Humana shares in Q3 2023, an estimated $230K.
Level Four Advisory Services first reported a position in Humana in Q1 2023 and held it in 2 quarters.
Level Four Advisory Services's Humana position peaked at $230K in Q2 2023.
1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.