Strategic Wealth Investment Group’s Humana HUM Stock Holding History

Strategic Wealth Investment 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
2022 Q4	–	Sell	-1,560	Closed	-$757K	–	128
2022 Q3	$757K	Buy	1,560 +85	+6%	+$41.3K	0.22%	55
2022 Q2	$690K	Buy	1,475 +3	+0.2%	+$1.33K	0.17%	85
2022 Q1	$641K	Buy	+1,472	New	+$616K	0.15%	60
2021 Q4	–	Sell	-1,467	Closed	-$571K	–	95
2021 Q3	$571K	Buy	1,467 +2	+0.1%	+$849	0.17%	58
2021 Q2	$648K	Sell	1,465 -1	-0.1%	-$437	0.23%	52
2021 Q1	$615K	Buy	1,466 +403	+38%	+$161K	0.3%	49
2020 Q4	$436K	Sell	1,063 -1	-0.1%	-$416	0.26%	57
2020 Q3	$440K	Buy	1,064 +3	+0.3%	+$1.21K	0.33%	60
2020 Q2	$411K	Sell	1,061 -5	-0.5%	-$1.87K	0.4%	55
2020 Q1	$335K	Buy	1,066 +5	+0.5%	+$1.69K	0.55%	34
2019 Q4	$389K	Buy	+1,061	New	+$337K	0.4%	40

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

Strategic Wealth Investment Group's HUM Position: Q4 2022 in Review

Strategic Wealth Investment Group sold out of Humana (HUM) in Q4 2022, closing a stake of 1,560 shares — an estimated $757K sold.

Strategic Wealth Investment Group first reported a position in HUM in Q4 2019 and held it in 11 quarters. The position peaked at $757K in Q3 2022. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Strategic Wealth Investment Group reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Strategic Wealth Investment Group sold 1,560 Humana shares in Q4 2022, an estimated $757K.
Strategic Wealth Investment Group first reported a position in Humana in Q4 2019 and held it in 11 quarters.
Strategic Wealth Investment Group's Humana position peaked at $757K in Q3 2022.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2022, filed 27 Jan 2023.