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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 – 387
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return