RFA
HUM icon

Resurgent Financial Advisors’s Humana HUM Stock Holding History

Resurgent Financial 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
Q3 		– Sell
-64
Closed -$28.6K – 502
2023
Q2 		$28.6K Buy
64
+8
+14% +$4.03K 0.02% 434
2023
Q1 		$27.2K Sell
56
-165
-75% -$81.6K 0.02% 433
2022
Q4 		$113K Buy
+221
New +$116K 0.06% 289

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Resurgent Financial Advisors's HUM Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Humana (HUM) in Q3 2023, closing a stake of 64 shares — an estimated $28.6K sold.

Resurgent Financial Advisors first reported a position in HUM in Q4 2022 and held it in 3 quarters. The position peaked at $113K in Q4 2022. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 64 Humana shares in Q3 2023, an estimated $28.6K.
  • Resurgent Financial Advisors first reported a position in Humana in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Humana position peaked at $113K in Q4 2022.
  • 1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.