ZIG
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Zullo Investment Group’s Humana HUM Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-243
Closed -$124K – 396
2022
Q4 		$124K Hold
243
– – 0.08% 186
2022
Q3 		$118K Buy
243
+5
+2% +$2.43K 0.08% 182
2022
Q2 		$111K Buy
238
+12
+5% +$5.34K 0.07% 192
2022
Q1 		$98K Sell
226
-12
-5% -$5.02K 0.05% 228
2021
Q4 		$110K Buy
+238
New +$105K 0.06% 219

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Zullo Investment Group's HUM Position: Q1 2023 in Review

Zullo Investment Group sold out of Humana (HUM) in Q1 2023, closing a stake of 243 shares — an estimated $124K sold.

Zullo Investment Group first reported a position in HUM in Q4 2021 and held it in 5 quarters. The position peaked at $124K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold HUM as of Q1 2023.

  • Zullo Investment Group reported no remaining Humana position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 243 Humana shares in Q1 2023, an estimated $124K.
  • Zullo Investment Group first reported a position in Humana in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Humana position peaked at $124K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held Humana as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.