Mark Sheptoff Financial Planning’s Humana HUM Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-14	Closed	-$7K	–	397
2022 Q3	$7K	Hold	14	–	–	﹤0.01%	274
2022 Q2	$7K	Hold	14	–	–	﹤0.01%	281
2022 Q1	$6K	Hold	14	–	–	﹤0.01%	332
2021 Q4	$6K	Hold	14	–	–	﹤0.01%	357
2021 Q3	$5K	Hold	14	–	–	﹤0.01%	344
2021 Q2	$6K	Hold	14	–	–	﹤0.01%	358
2021 Q1	$6K	Hold	14	–	–	﹤0.01%	312
2020 Q4	$6K	Hold	14	–	–	﹤0.01%	301
2020 Q3	$6K	Hold	14	–	–	﹤0.01%	260
2020 Q2	$5K	Sell	14 -9	-39%	-$3.37K	﹤0.01%	300
2020 Q1	$7K	Hold	23	–	–	0.01%	256
2019 Q4	$8K	Hold	23	–	–	0.01%	297
2019 Q3	$6K	Hold	23	–	–	﹤0.01%	297
2019 Q2	$6K	Hold	23	–	–	﹤0.01%	285
2019 Q1	$6K	Buy	23 +14	+156%	+$4.03K	﹤0.01%	289
2018 Q4	$3K	Hold	9	–	–	﹤0.01%	296
2018 Q3	$3K	Hold	9	–	–	﹤0.01%	334
2018 Q2	$3K	Hold	9	–	–	﹤0.01%	331
2018 Q1	$2K	Hold	9	–	–	﹤0.01%	357
2017 Q4	$2K	Buy	+9	New	+$2.22K	﹤0.01%	351
2015 Q4	–	Sell	-13	Closed	-$2K	–	400
2015 Q3	$2K	Buy	+13	New	+$2.4K	﹤0.01%	346

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's HUM Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of Humana (HUM) in Q4 2022, closing a stake of 14 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in HUM in Q3 2015 and held it in 21 quarters. The position peaked at $8K in Q4 2019. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Mark Sheptoff Financial Planning reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 14 Humana shares in Q4 2022, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in Humana in Q3 2015 and held it in 21 quarters.
Mark Sheptoff Financial Planning's Humana position peaked at $8K in Q4 2019.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.