YorkBridge Wealth Partners’s Humana HUM Stock Holding History

YorkBridge Wealth 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
2022 Q3	–	Sell	-431	Closed	-$202K	–	286
2022 Q2	$202K	Buy	+431	New	+$192K	0.05%	268
2019 Q3	–	Sell	-645	Closed	-$171K	–	386
2019 Q2	$171K	Buy	645 +11	+2%	+$2.79K	0.08%	189
2019 Q1	$169K	Buy	634 +21	+3%	+$6.05K	0.08%	182
2018 Q4	$176K	Buy	613 +16	+3%	+$5.07K	0.09%	158
2018 Q3	$202K	Hold	597	–	–	0.09%	166
2018 Q2	$178K	Hold	597	–	–	0.08%	193
2018 Q1	$170K	Hold	597	–	–	0.08%	196
2017 Q4	$159K	Buy	597 +297	+99%	+$73.3K	0.08%	206
2017 Q3	$73K	Hold	300	–	–	0.04%	332
2017 Q2	$72K	Hold	300	–	–	0.04%	325
2017 Q1	$68K	Hold	300	–	–	0.04%	332
2016 Q4	$62K	Buy	+300	New	+$57.2K	0.04%	328

Other funds holding HUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

YorkBridge Wealth Partners's HUM Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Humana (HUM) in Q3 2022, closing a stake of 431 shares — an estimated $202K sold.

YorkBridge Wealth Partners first reported a position in HUM in Q4 2016 and held it in 12 quarters. The position peaked at $202K in Q2 2022. 1,001 funds tracked by Wall St. Rank hold HUM as of Q3 2022.

YorkBridge Wealth Partners reported no remaining Humana position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 431 Humana shares in Q3 2022, an estimated $202K.
YorkBridge Wealth Partners first reported a position in Humana in Q4 2016 and held it in 12 quarters.
YorkBridge Wealth Partners's Humana position peaked at $202K in Q2 2022.
1,001 funds tracked by Wall St. Rank held Humana as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.