Sutton Wealth Advisors’s Humana HUM Stock Holding History

Sutton Wealth Advisors’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	$85.6K	Buy	176 +5	+3%	+$2.35K	0.04%	182
2023 Q2	$76.5K	Sell	171 -4	-2%	-$2.01K	0.04%	194
2023 Q1	$85K	Sell	175 -179	-51%	-$88.5K	0.05%	167
2022 Q4	$181K	Sell	354 -2	-0.6%	-$1.05K	0.07%	184
2022 Q3	$173K	Hold	356	–	–	0.07%	183
2022 Q2	$167K	Buy	356 +7	+2%	+$3.12K	0.07%	186
2022 Q1	$152K	Buy	349 +1	+0.3%	+$418	0.05%	204
2021 Q4	$161K	Hold	348	–	–	0.05%	202
2021 Q3	$135K	Buy	348 +1	+0.3%	+$424	0.05%	214
2021 Q2	$154K	Hold	347	–	–	0.06%	206
2021 Q1	$145K	Hold	347	–	–	0.06%	204
2020 Q4	$142K	Buy	347 +6	+2%	+$2.5K	0.06%	195
2020 Q3	$141K	Hold	341	–	–	0.07%	177
2020 Q2	$132K	Hold	341	–	–	0.07%	185
2020 Q1	$107K	Buy	341 +3	+0.9%	+$1.01K	0.07%	186
2019 Q4	$124K	Buy	338 +6	+2%	+$1.9K	0.06%	195
2019 Q3	$84.9K	Hold	332	–	–	0.05%	228
2019 Q2	$88.1K	Sell	332 -6	-2%	-$1.52K	0.05%	222
2019 Q1	$89.9K	Buy	338 +6	+2%	+$1.73K	0.05%	222
2018 Q4	$95.1K	Hold	332	–	–	0.06%	198
2018 Q3	$112K	Hold	332	–	–	0.07%	187
2018 Q2	$98.8K	Hold	332	–	–	0.07%	198
2018 Q1	$89.3K	Buy	332 +100	+43%	+$27.1K	0.06%	209
2017 Q4	$57.6K	Hold	232	–	–	0.04%	250
2017 Q3	$56.5K	Sell	232 -5	-2%	-$1.23K	0.04%	250
2017 Q2	$57K	Buy	237 +3	+1%	+$679	0.05%	246
2017 Q1	$48.2K	Hold	234	–	–	0.04%	272
2016 Q4	$47.7K	Buy	234 +12	+5%	+$2.29K	0.04%	275
2016 Q3	$39.3K	Hold	222	–	–	0.04%	295
2016 Q2	$39.9K	Sell	222 -2	-0.9%	-$355	0.04%	279
2016 Q1	$41K	Buy	+224	New	+$38.9K	0.04%	277

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's HUM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Humana (HUM) stake by 2.9% in Q3 2023, buying an estimated $2.35K and bringing the position to 176 shares worth $85.6K. The position accounts for 0.04% of the portfolio, ranked #182.

Sutton Wealth Advisors first reported a position in HUM in Q1 2016 and has held it in 31 quarters since. The position peaked at $181K in Q4 2022. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Sutton Wealth Advisors held 176 shares of Humana worth $85.6K as of Q3 2023.
Sutton Wealth Advisors bought 5 Humana shares in Q3 2023, an estimated $2.35K.
Humana made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #182 holding.
Sutton Wealth Advisors first reported a position in Humana in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Humana position peaked at $181K in Q4 2022.
1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.