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Steward Financial Group’s Humana HUM Stock Holding History

Steward Financial Group’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
Q3 		$9K Buy
+19
New +$8.93K ﹤0.01% 405
2022
Q3 		– Sell
-18
Closed -$8K – 646
2022
Q2 		$8K Buy
+18
New +$8.01K 0.01% 272

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Steward Financial Group's HUM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Humana (HUM) in Q3 2023: 19 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HUM as recently as Q2 2022.

Steward Financial Group first reported a position in HUM in Q2 2022 and has held it in 2 quarters since. 1,086 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Steward Financial Group held 19 shares of Humana worth $9K as of Q3 2023.
  • Humana was a new Steward Financial Group position in Q3 2023.
  • Humana made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #405 holding.
  • Steward Financial Group first reported a position in Humana in Q2 2022 and has held it in 2 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.