Lloyd Advisory Services’s Humana HUM Stock Holding History

Lloyd 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 Q4	–	Sell	-594	Closed	-$289K	–	232
2023 Q3	$289K	Buy	+594	New	+$279K	0.1%	189
2021 Q4	–	Sell	-9	Closed	-$4K	–	440
2021 Q3	$4K	Buy	+9	New	+$3.82K	﹤0.01%	324

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lloyd Advisory Services's HUM Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Humana (HUM) in Q4 2023, closing a stake of 594 shares — an estimated $289K sold.

Lloyd Advisory Services first reported a position in HUM in Q3 2021 and held it in 2 quarters. The position peaked at $289K in Q3 2023. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

Lloyd Advisory Services reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 594 Humana shares in Q4 2023, an estimated $289K.
Lloyd Advisory Services first reported a position in Humana in Q3 2021 and held it in 2 quarters.
Lloyd Advisory Services's Humana position peaked at $289K in Q3 2023.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.