USA Financial Formulas’s Humana HUM Stock Holding History

USA Financial Formulas’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
2024 Q1	–	Sell	-28	Closed	-$12.8K	–	354
2023 Q4	$12.8K	Buy	28 +20	+250%	+$9.86K	﹤0.01%	247
2023 Q3	$3.89K	Hold	8	–	–	0.01%	268
2023 Q2	$3.58K	Sell	8 -44	-85%	-$22.2K	0.01%	242
2023 Q1	$25.2K	Buy	+52	New	+$25.7K	0.04%	138
2022 Q1	–	Sell	-10	Closed	-$5K	–	409
2021 Q4	$5K	Hold	10	–	–	﹤0.01%	217
2021 Q3	$4K	Buy	+10	New	+$4.25K	﹤0.01%	281
2020 Q4	–	Sell	-4	Closed	-$2K	–	363
2020 Q3	$2K	Sell	4 -4,906	-100%	-$1.97M	﹤0.01%	217
2020 Q2	$1.9M	Buy	4,910 +4,905	+98,100%	+$1.84M	1.42%	31
2020 Q1	$2K	Buy	+5	New	+$1.69K	﹤0.01%	174
2019 Q1	–	Sell	-7,680	Closed	-$2.6M	–	217
2018 Q4	$2.6M	Buy	+7,680	New	+$2.43M	0.65%	54
2015 Q3	–	Sell	-10,754	Closed	-$2.06M	–	145
2015 Q2	$2.06M	Sell	10,754 -569	-5%	-$106K	0.63%	47
2015 Q1	$2.02M	Buy	11,323 +644	+6%	+$102K	0.66%	57
2014 Q4	$1.53M	Buy	+10,679	New	+$1.46M	0.53%	68

Other funds holding HUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Associates

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

Capital World Investors

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return