Personal Capital Advisors’s Humana HUM Stock Holding History

Personal Capital 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
2022 Q4	$339K	Sell	661 -60	-8%	-$31.5K	﹤0.01%	359
2022 Q3	$350K	Buy	721 +228	+46%	+$111K	﹤0.01%	331
2022 Q2	$231K	Buy	493 +24	+5%	+$10.7K	﹤0.01%	402
2022 Q1	$204K	Sell	469 -7	-1%	-$2.93K	﹤0.01%	477
2021 Q4	$220K	Buy	+476	New	+$211K	﹤0.01%	510
2019 Q4	–	Sell	-1,709	Closed	-$436K	–	405
2019 Q3	$436K	Buy	+1,709	New	+$479K	﹤0.01%	261

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Personal Capital Advisors's HUM Position: Q4 2022 in Review

Personal Capital Advisors reduced its Humana (HUM) stake by 8.3% in Q4 2022, selling an estimated $31.5K and leaving 661 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Personal Capital Advisors first reported a position in HUM in Q3 2019 and has held it in 6 quarters since. The position peaked at $436K in Q3 2019. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Personal Capital Advisors held 661 shares of Humana worth $339K as of Q4 2022.
Personal Capital Advisors sold 60 Humana shares in Q4 2022, an estimated $31.5K.
Humana made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #359 holding.
Personal Capital Advisors first reported a position in Humana in Q3 2019 and has held it in 6 quarters since.
Personal Capital Advisors's Humana position peaked at $436K in Q3 2019.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.