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Trust Investment Advisors’s Humana HUM Stock Holding History

Trust Investment 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
Q1 		– Sell
-441
Closed -$226K – 111
2022
Q4 		$226K Buy
441
+22
+5% +$11.6K 0.21% 89
2022
Q3 		$203K Buy
+419
New +$204K 0.21% 87

Other funds holding HUM

BlackRock
BlackRock New York $5.72T 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Trust Investment Advisors's HUM Position: Q1 2023 in Review

Trust Investment Advisors sold out of Humana (HUM) in Q1 2023, closing a stake of 441 shares — an estimated $226K sold.

Trust Investment Advisors first reported a position in HUM in Q3 2022 and held it in 2 quarters. The position peaked at $226K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • Trust Investment Advisors reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • Trust Investment Advisors sold 441 Humana shares in Q1 2023, an estimated $226K.
  • Trust Investment Advisors first reported a position in Humana in Q3 2022 and held it in 2 quarters.
  • Trust Investment Advisors's Humana position peaked at $226K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Trust Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.