SWIG
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return