Austin Private Wealth’s Humana HUM Stock Holding History

Austin Private Wealth’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 Q1	–	Sell	-252	Closed	-$115K	–	279
2023 Q4	$115K	Buy	+252	New	+$124K	0.01%	209

Other funds holding HUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Austin Private Wealth's HUM Position: Q1 2024 in Review

Austin Private Wealth sold out of Humana (HUM) in Q1 2024, closing a stake of 252 shares — an estimated $115K sold.

Austin Private Wealth first reported a position in HUM in Q4 2023 and held it in 1 quarter. The position peaked at $115K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Austin Private Wealth reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Austin Private Wealth sold 252 Humana shares in Q1 2024, an estimated $115K.
Austin Private Wealth first reported a position in Humana in Q4 2023 and held it in 1 quarter.
Austin Private Wealth's Humana position peaked at $115K in Q4 2023.
1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Austin Private Wealth's 13F filing for Q1 2024, filed 12 Apr 2024.