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Syverson Strege & Co’s Humana HUM Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-20
Closed -$9.71K – 313
2023
Q1 		$9.71K Buy
+20
New +$9.89K ﹤0.01% 255
2022
Q3 		– Sell
-35
Closed -$16K – 306
2022
Q2 		$16K Buy
+35
New +$15.6K 0.01% 195
2021
Q4 		– Sell
-11
Closed -$4K – 379
2021
Q3 		$4K Buy
+11
New +$4.67K ﹤0.01% 347

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Syverson Strege & Co's HUM Position: Q2 2023 in Review

Syverson Strege & Co sold out of Humana (HUM) in Q2 2023, closing a stake of 20 shares — an estimated $9.71K sold.

Syverson Strege & Co first reported a position in HUM in Q3 2021 and held it in 3 quarters. The position peaked at $16K in Q2 2022. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

  • Syverson Strege & Co reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 20 Humana shares in Q2 2023, an estimated $9.71K.
  • Syverson Strege & Co first reported a position in Humana in Q3 2021 and held it in 3 quarters.
  • Syverson Strege & Co's Humana position peaked at $16K in Q2 2022.
  • 1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.