Selective Wealth Management’s Humana HUM Stock Holding History

Selective 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
2022 Q4	–	Sell	-75	Closed	-$36K	–	379
2022 Q3	$36K	Hold	75	–	–	0.02%	339
2022 Q2	$35K	Hold	75	–	–	0.01%	377
2022 Q1	$33K	Hold	75	–	–	0.01%	375
2021 Q4	$35K	Buy	+75	New	+$33.2K	0.01%	327

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Selective Wealth Management's HUM Position: Q4 2022 in Review

Selective Wealth Management sold out of Humana (HUM) in Q4 2022, closing a stake of 75 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in HUM in Q4 2021 and held it in 4 quarters. The position peaked at $36K in Q3 2022. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Selective Wealth Management reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 75 Humana shares in Q4 2022, an estimated $36K.
Selective Wealth Management first reported a position in Humana in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's Humana position peaked at $36K in Q3 2022.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.