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Schear Investment Advisers’s Humana HUM Stock Holding History

Schear Investment Advisers’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
-406
Closed -$208K – 89
2022
Q4 		$208K Buy
+406
New +$213K 0.26% 89

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schear Investment Advisers's HUM Position: Q1 2023 in Review

Schear Investment Advisers sold out of Humana (HUM) in Q1 2023, closing a stake of 406 shares — an estimated $208K sold.

Schear Investment Advisers first reported a position in HUM in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • Schear Investment Advisers reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • Schear Investment Advisers sold 406 Humana shares in Q1 2023, an estimated $208K.
  • Schear Investment Advisers first reported a position in Humana in Q4 2022 and held it in 1 quarter.
  • Schear Investment Advisers's Humana position peaked at $208K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Schear Investment Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.