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Tilia Fiduciary Partners’s Humana HUM Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-26
Closed -$11.6K – 253
2023
Q2 		$11.6K Hold
26
– – 0.01% 362
2023
Q1 		$12.6K Hold
26
– – 0.01% 356
2022
Q4 		$13.3K Hold
26
– – 0.01% 339
2022
Q3 		$13K Hold
26
– – 0.01% 343
2022
Q2 		$13K Buy
26
+3
+13% +$1.33K 0.01% 357
2022
Q1 		$10K Hold
23
– – 0.01% 396
2021
Q4 		$11K Buy
+23
New +$10.2K 0.01% 403

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tilia Fiduciary Partners's HUM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Humana (HUM) in Q3 2023, closing a stake of 26 shares — an estimated $11.6K sold.

Tilia Fiduciary Partners first reported a position in HUM in Q4 2021 and held it in 7 quarters. The position peaked at $13.3K in Q4 2022. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 26 Humana shares in Q3 2023, an estimated $11.6K.
  • Tilia Fiduciary Partners first reported a position in Humana in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Humana position peaked at $13.3K in Q4 2022.
  • 1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.