NEIRG Wealth Management’s Humana HUM Stock Holding History

NEIRG 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 Q3	–	Sell	-2,158	Closed	-$965K	–	46
2023 Q2	$965K	Sell	2,158 -148	-6%	-$74.5K	0.18%	77
2023 Q1	$1.12M	Buy	2,306 +4	+0.2%	+$1.98K	0.19%	80
2022 Q4	$1.18M	Buy	+2,302	New	+$1.21M	0.22%	82

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

NEIRG Wealth Management's HUM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Humana (HUM) in Q3 2023, closing a stake of 2,158 shares — an estimated $965K sold.

NEIRG Wealth Management first reported a position in HUM in Q4 2022 and held it in 3 quarters. The position peaked at $1.18M in Q4 2022. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

NEIRG Wealth Management reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 2,158 Humana shares in Q3 2023, an estimated $965K.
NEIRG Wealth Management first reported a position in Humana in Q4 2022 and held it in 3 quarters.
NEIRG Wealth Management's Humana position peaked at $1.18M in Q4 2022.
1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.