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 $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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

MinichMacGregor Wealth Management's HUM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Humana (HUM) in Q1 2023, closing a stake of 20 shares — an estimated $10.2K sold.

MinichMacGregor Wealth Management first reported a position in HUM in Q4 2015 and held it in 14 quarters. The position peaked at $2.39M in Q4 2018. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 20 Humana shares in Q1 2023, an estimated $10.2K.
MinichMacGregor Wealth Management first reported a position in Humana in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's Humana position peaked at $2.39M in Q4 2018.
1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.