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Robertson Stephens Wealth Management’s Humana HUM Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q1 		– Sell
-753
Closed -$345K – 498
2023
Q4 		$345K Hold
753
– – 0.02% 361
2023
Q3 		$367K Buy
753
+3
+0.4% +$1.41K 0.02% 353
2023
Q2 		$336K Sell
750
-11
-1% -$5.54K 0.02% 338
2023
Q1 		$370K Sell
761
-149
-16% -$73.7K 0.03% 335
2022
Q4 		$467K Sell
910
-5
-0.5% -$2.63K 0.05% 271
2022
Q3 		$444K Sell
915
-24
-3% -$11.7K 0.05% 233
2022
Q2 		$440K Buy
939
+14
+2% +$6.23K 0.04% 251
2022
Q1 		$403K Buy
925
+75
+9% +$31.4K 0.03% 274
2021
Q4 		$394K Sell
850
-15
-2% -$6.64K 0.03% 287
2021
Q3 		$337K Hold
865
– – 0.04% 244
2021
Q2 		$383K Sell
865
-13
-1% -$5.68K 0.05% 231
2021
Q1 		$368K Buy
+878
New +$350K 0.06% 207

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return