XML Financial’s Humana HUM Stock Holding History

XML Financial’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 Q4	–	Sell	-500	Closed	-$243K	–	335
2023 Q3	$243K	Hold	500	–	–	0.03%	281
2023 Q2	$224K	Hold	500	–	–	0.03%	309
2023 Q1	$243K	Hold	500	–	–	0.03%	292
2022 Q4	$256K	Hold	500	–	–	0.03%	282
2022 Q3	$243K	Hold	500	–	–	0.03%	275
2022 Q2	$234K	Buy	+500	New	+$222K	0.05%	195

Other funds holding HUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

XML Financial's HUM Position: Q4 2023 in Review

XML Financial sold out of Humana (HUM) in Q4 2023, closing a stake of 500 shares — an estimated $243K sold.

XML Financial first reported a position in HUM in Q2 2022 and held it in 6 quarters. The position peaked at $256K in Q4 2022. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

XML Financial reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
XML Financial sold 500 Humana shares in Q4 2023, an estimated $243K.
XML Financial first reported a position in Humana in Q2 2022 and held it in 6 quarters.
XML Financial's Humana position peaked at $256K in Q4 2022.
1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on XML Financial's 13F filing for Q4 2023, filed 14 Feb 2024.