Zeke Capital Advisors’s Humana HUM Stock Holding History

Zeke Capital 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
2022 Q4	$362K	Buy	706 +64	+10%	+$33.6K	0.02%	302
2022 Q3	$312K	Hold	642	–	–	0.02%	307
2022 Q2	$301K	Sell	642 -21	-3%	-$9.34K	0.02%	323
2022 Q1	$289K	Buy	+663	New	+$277K	0.01%	381
2020 Q1	–	Sell	-2,832	Closed	-$1.04M	–	365
2019 Q4	$1.04M	Sell	2,832 -2	-0.1%	-$634	0.09%	191
2019 Q3	$725K	Buy	2,834 +116	+4%	+$32.5K	0.06%	270
2019 Q2	$721K	Sell	2,718 -334	-11%	-$84.7K	0.07%	271
2019 Q1	$812K	Sell	3,052 -14	-0.5%	-$4.03K	0.08%	229
2018 Q4	$878K	Sell	3,066 -523	-15%	-$166K	0.08%	226
2018 Q3	$1.22M	Hold	3,589	–	–	0.1%	200
2018 Q2	$1.07M	Hold	3,589	–	–	0.1%	174
2018 Q1	$965K	Buy	3,589 +1,979	+123%	+$536K	0.09%	202
2017 Q4	$399K	Sell	1,610 -121	-7%	-$29.9K	0.04%	328
2017 Q3	$422K	Buy	1,731 +418	+32%	+$102K	0.06%	261
2017 Q2	$316K	Buy	1,313 +306	+30%	+$69.3K	0.06%	192
2017 Q1	$208K	Buy	+1,007	New	+$208K	0.04%	245

Other funds holding HUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Zeke Capital Advisors's HUM Position: Q4 2022 in Review

Zeke Capital Advisors increased its Humana (HUM) stake by 10% in Q4 2022, buying an estimated $33.6K and bringing the position to 706 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #302.

Zeke Capital Advisors first reported a position in HUM in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.22M in Q3 2018. 1,079 funds tracked by Wall St. Rank hold HUM as of Q4 2022.

Zeke Capital Advisors held 706 shares of Humana worth $362K as of Q4 2022.
Zeke Capital Advisors bought 64 Humana shares in Q4 2022, an estimated $33.6K.
Humana made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #302 holding.
Zeke Capital Advisors first reported a position in Humana in Q1 2017 and has held it in 16 quarters since.
Zeke Capital Advisors's Humana position peaked at $1.22M in Q3 2018.
1,079 funds tracked by Wall St. Rank held Humana as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.