OWA
HUM icon

Outlook Wealth Advisors’s Humana HUM Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-1,409
Closed -$684K – 213
2023
Q1 		$684K Buy
1,409
+19
+1% +$9.39K 0.3% 86
2022
Q4 		$712K Buy
1,390
+1
+0.1% +$526 0.34% 73
2022
Q3 		$673K Buy
+1,389
New +$676K 0.3% 81
2021
Q3 		– Sell
-1,445
Closed -$640K – 216
2021
Q2 		$640K Buy
1,445
+102
+8% +$44.6K 0.2% 124
2021
Q1 		$563K Buy
1,343
+9
+0.7% +$3.59K 0.2% 130
2020
Q4 		$547K Buy
1,334
+67
+5% +$27.9K 0.2% 117
2020
Q3 		$524K Buy
1,267
+71
+6% +$28.6K 0.21% 110
2020
Q2 		$464K Buy
+1,196
New +$447K 0.2% 107

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return