Sowell Financial Services’s Humana HUM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-9,139	Closed	-$4.44M	–	667
2023 Q1	$4.44M	Buy	+9,139	New	+$4.52M	0.34%	64
2022 Q3	–	Sell	-10,328	Closed	-$4.84M	–	433
2022 Q2	$4.84M	Buy	+10,328	New	+$4.6M	0.45%	52
2021 Q2	–	Sell	-9,318	Closed	-$4.34M	–	1503
2021 Q1	$4.34M	Buy	9,318 +888	+11%	+$354K	0.15%	131
2020 Q4	$3.46M	Buy	8,430 +646	+8%	+$269K	0.15%	130
2020 Q3	$3.22M	Sell	7,784 -115	-1%	-$46.3K	0.16%	122
2020 Q2	$3.06M	Buy	7,899 +163	+2%	+$61K	0.17%	121
2020 Q1	$2.43M	Buy	7,736 +6,825	+749%	+$2.3M	0.18%	127
2019 Q4	$334K	Sell	911 -6,940	-88%	-$2.2M	0.03%	566
2019 Q3	$2.01M	Buy	+7,851	New	+$2.2M	0.17%	132
2019 Q1	–	Sell	-1,654	Closed	-$474K	–	581
2018 Q4	$474K	Sell	1,654 -51	-3%	-$16.2K	0.07%	283
2018 Q3	$577K	Buy	1,705 +63	+4%	+$20.5K	0.08%	182
2018 Q2	$532K	Buy	+1,642	New	+$481K	0.11%	166
2017 Q2	–	Sell	-1,822	Closed	-$422K	–	267
2017 Q1	$422K	Buy	1,822 +1,782	+4,455%	+$368K	0.12%	155
2016 Q4	$8K	Buy	+40	New	+$7.63K	﹤0.01%	498

Other funds holding HUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

Fidelity Investments

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

Wellington Management Group

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

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

Capital International Investors

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

Capital World Investors

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

Geode Capital Management

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