Polaris Wealth Advisory Group’s Humana HUM Stock Holding History

Polaris Wealth Advisory Group’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	-4,400	Closed	-$2.14M	–	166
2023 Q1	$2.14M	Buy	+4,400	New	+$2.18M	0.16%	95
2019 Q3	–	Sell	-70,590	Closed	-$18.4M	–	166
2019 Q2	$18.4M	Buy	+70,590	New	+$17.9M	1.4%	37
2014 Q1	–	Sell	-3,102	Closed	-$320K	–	183
2013 Q4	$320K	Buy	3,102 +1,912	+161%	+$187K	0.08%	68
2013 Q3	$111K	Buy	+1,190	New	+$109K	0.03%	75

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 $3.37T AUM 44.26% 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

Polaris Wealth Advisory Group's HUM Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Humana (HUM) in Q2 2023, closing a stake of 4,400 shares — an estimated $2.14M sold.

Polaris Wealth Advisory Group first reported a position in HUM in Q3 2013 and held it in 4 quarters. The position peaked at $18.4M in Q2 2019. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,400 Humana shares in Q2 2023, an estimated $2.14M.
Polaris Wealth Advisory Group first reported a position in Humana in Q3 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Humana position peaked at $18.4M in Q2 2019.
1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.