RGF
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Retirement Guys Formula’s Humana HUM Stock Holding History

Retirement Guys Formula’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
-1,376
Closed -$615K – 130
2023
Q2 		$615K Buy
1,376
+341
+33% +$172K 0.36% 74
2023
Q1 		$502K Buy
1,035
+90
+10% +$44.5K 0.36% 80
2022
Q4 		$484K Buy
945
+314
+50% +$165K 0.4% 80
2022
Q3 		$306K Buy
+631
New +$307K 0.32% 93

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Retirement Guys Formula's HUM Position: Q3 2023 in Review

Retirement Guys Formula sold out of Humana (HUM) in Q3 2023, closing a stake of 1,376 shares — an estimated $615K sold.

Retirement Guys Formula first reported a position in HUM in Q3 2022 and held it in 4 quarters. The position peaked at $615K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Retirement Guys Formula reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 1,376 Humana shares in Q3 2023, an estimated $615K.
  • Retirement Guys Formula first reported a position in Humana in Q3 2022 and held it in 4 quarters.
  • Retirement Guys Formula's Humana position peaked at $615K in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.