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Meristem Family Wealth’s Humana HUM Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-690
Closed -$320K – 369
2021
Q4 		$320K Hold
690
– – 0.03% 287
2021
Q3 		$269K Buy
+690
New +$293K 0.03% 336
2019
Q3 		– Sell
-2,593
Closed -$688K – 209
2019
Q2 		$688K Buy
+2,593
New +$658K 0.21% 70

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's HUM Position: Q1 2022 in Review

Meristem Family Wealth sold out of Humana (HUM) in Q1 2022, closing a stake of 690 shares — an estimated $320K sold.

Meristem Family Wealth first reported a position in HUM in Q2 2019 and held it in 3 quarters. The position peaked at $688K in Q2 2019. 913 funds tracked by Wall St. Rank hold HUM as of Q1 2022.

  • Meristem Family Wealth reported no remaining Humana position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 690 Humana shares in Q1 2022, an estimated $320K.
  • Meristem Family Wealth first reported a position in Humana in Q2 2019 and held it in 3 quarters.
  • Meristem Family Wealth's Humana position peaked at $688K in Q2 2019.
  • 913 funds tracked by Wall St. Rank held Humana as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.