Sugarloaf Wealth Management’s Humana HUM Stock Holding History

Sugarloaf Wealth Management’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	-36	Closed	-$18K	–	822
2022 Q3	$18K	Sell	36 -1	-3%	-$486	﹤0.01%	432
2022 Q2	$17K	Buy	+37	New	+$16.5K	﹤0.01%	439
2021 Q4	–	Sell	-67	Closed	-$26K	–	759
2021 Q3	$26K	Buy	67 +52	+347%	+$22.1K	0.01%	371
2021 Q2	$7K	Buy	+15	New	+$6.55K	﹤0.01%	556

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 $3.38T AUM 44.17% 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

Sugarloaf Wealth Management's HUM Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Humana (HUM) in Q4 2022, closing a stake of 36 shares — an estimated $18K sold.

Sugarloaf Wealth Management first reported a position in HUM in Q2 2021 and held it in 4 quarters. The position peaked at $26K in Q3 2021. 1,077 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Humana position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 36 Humana shares in Q4 2022, an estimated $18K.
Sugarloaf Wealth Management first reported a position in Humana in Q2 2021 and held it in 4 quarters.
Sugarloaf Wealth Management's Humana position peaked at $26K in Q3 2021.
1,077 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.