Sageworth Trust’s Humana HUM Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-3	Closed	-$2K	–	531
2022 Q4	$2K	Buy	+3	New	+$1.58K	﹤0.01%	347
2020 Q3	–	Sell	-1	Closed	–	–	267
2020 Q2	$0	Buy	+1	New	+$374	﹤0.01%	277

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sageworth Trust's HUM Position: Q1 2023 in Review

Sageworth Trust sold out of Humana (HUM) in Q1 2023, closing a stake of 3 shares — an estimated $2K sold.

Sageworth Trust first reported a position in HUM in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

Sageworth Trust reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 3 Humana shares in Q1 2023, an estimated $2K.
Sageworth Trust first reported a position in Humana in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Humana position peaked at $2K in Q4 2022.
1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.