SkyOak Wealth’s Humana HUM Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-647	Closed	-$315K	–	251
2023 Q3	$315K	Buy	+647	New	+$304K	0.09%	156

Other funds holding HUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SkyOak Wealth's HUM Position: Q4 2023 in Review

SkyOak Wealth sold out of Humana (HUM) in Q4 2023, closing a stake of 647 shares — an estimated $315K sold.

SkyOak Wealth first reported a position in HUM in Q3 2023 and held it in 1 quarter. The position peaked at $315K in Q3 2023. 1,152 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

SkyOak Wealth reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
SkyOak Wealth sold 647 Humana shares in Q4 2023, an estimated $315K.
SkyOak Wealth first reported a position in Humana in Q3 2023 and held it in 1 quarter.
SkyOak Wealth's Humana position peaked at $315K in Q3 2023.
1,152 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on SkyOak Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.