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 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Outlook Wealth Advisors's HUM Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Humana (HUM) in Q2 2023, closing a stake of 1,409 shares — an estimated $684K sold.

Outlook Wealth Advisors first reported a position in HUM in Q2 2020 and held it in 8 quarters. The position peaked at $712K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

Outlook Wealth Advisors reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 1,409 Humana shares in Q2 2023, an estimated $684K.
Outlook Wealth Advisors first reported a position in Humana in Q2 2020 and held it in 8 quarters.
Outlook Wealth Advisors's Humana position peaked at $712K in Q4 2022.
1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.