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Optimum Investment Advisors’s Humana HUM Stock Holding History

Optimum Investment Advisors’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
-1
Closed -$512 – 764
2022
Q4 		$512 Hold
1
– – ﹤0.01% 731
2022
Q3 		$0 Buy
+1
New +$486 ﹤0.01% 841
2020
Q2 		– Sell
-15
Closed -$5K – 887
2020
Q1 		$5K Hold
15
– – ﹤0.01% 750
2019
Q4 		$5K Hold
15
– – ﹤0.01% 844
2019
Q3 		$4K Buy
+15
New +$4.21K ﹤0.01% 903

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Optimum Investment Advisors's HUM Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Humana (HUM) in Q1 2023, closing a stake of 1 share — an estimated $512 sold.

Optimum Investment Advisors first reported a position in HUM in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2020. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1 Humana share in Q1 2023, an estimated $512.
  • Optimum Investment Advisors first reported a position in Humana in Q3 2019 and held it in 5 quarters.
  • Optimum Investment Advisors's Humana position peaked at $5K in Q1 2020.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.