MinichMacGregor Wealth Management’s Humana HUM Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-20	Closed	-$10.2K	–	321
2022 Q4	$10.2K	Buy	+20	New	+$10.5K	﹤0.01%	409
2019 Q1	–	Sell	-9,798	Closed	-$2.39M	–	78
2018 Q4	$2.39M	Buy	9,798 +9,581	+4,415%	+$3.04M	1.63%	18
2018 Q3	$73K	Hold	217	–	–	0.05%	101
2018 Q2	$64K	Hold	217	–	–	0.05%	101
2018 Q1	$58K	Hold	217	–	–	0.05%	102
2017 Q4	$53K	Hold	217	–	–	0.04%	111
2017 Q3	$52K	Hold	217	–	–	0.04%	103
2017 Q2	$52K	Hold	217	–	–	0.05%	101
2017 Q1	$44K	Hold	217	–	–	0.04%	109
2016 Q4	$44K	Hold	217	–	–	0.04%	113
2016 Q3	$38K	Hold	217	–	–	0.04%	138
2016 Q2	$39K	Hold	217	–	–	0.04%	128
2016 Q1	$39K	Hold	217	–	–	0.04%	123
2015 Q4	$46K	Buy	+217	New	+$38.1K	0.04%	110

Other funds holding HUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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