Alta Advisers’s Humana HUM Stock Holding History

Alta Advisers’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
2024 Q4	–	Sell	-400	Closed	-$127K	–	280
2024 Q3	$127K	Hold	400	–	–	0.06%	235
2024 Q2	$149K	Hold	400	–	–	0.07%	172
2024 Q1	$139K	Hold	400	–	–	0.07%	192
2023 Q4	$183K	Hold	400	–	–	0.1%	128
2023 Q3	$195K	Hold	400	–	–	0.11%	111
2023 Q2	$179K	Hold	400	–	–	0.1%	120
2023 Q1	$194K	Hold	400	–	–	0.12%	103
2022 Q4	$205K	Buy	400 +100	+33%	+$52.6K	0.12%	99
2022 Q3	$146K	Buy	+300	New	+$146K	0.09%	129

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alta Advisers's HUM Position: Q4 2024 in Review

Alta Advisers sold out of Humana (HUM) in Q4 2024, closing a stake of 400 shares — an estimated $127K sold.

Alta Advisers first reported a position in HUM in Q3 2022 and held it in 9 quarters. The position peaked at $205K in Q4 2022. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

Alta Advisers reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 400 Humana shares in Q4 2024, an estimated $127K.
Alta Advisers first reported a position in Humana in Q3 2022 and held it in 9 quarters.
Alta Advisers's Humana position peaked at $205K in Q4 2022.
878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.