Bard Financial Services’s Humana HUM Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-600	Closed	-$224K	–	222
2024 Q2	$224K	Hold	600	–	–	0.02%	199
2024 Q1	$208K	Hold	600	–	–	0.02%	209
2023 Q4	$275K	Hold	600	–	–	0.03%	197
2023 Q3	$292K	Hold	600	–	–	0.04%	181
2023 Q2	$268K	Hold	600	–	–	0.02%	265
2023 Q1	$291K	Hold	600	–	–	0.02%	264
2022 Q4	$307K	Hold	600	–	–	0.03%	245
2022 Q3	$291K	Hold	600	–	–	0.03%	237
2022 Q2	$281K	Hold	600	–	–	0.03%	239
2022 Q1	$261K	Hold	600	–	–	0.02%	258
2021 Q4	$278K	Hold	600	–	–	0.02%	244
2021 Q3	$233K	Hold	600	–	–	0.02%	248
2021 Q2	$266K	Hold	600	–	–	0.02%	231
2021 Q1	$252K	Hold	600	–	–	0.02%	227
2020 Q4	$246K	Buy	+600	New	+$249K	0.02%	223

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bard Financial Services's HUM Position: Q3 2024 in Review

Bard Financial Services sold out of Humana (HUM) in Q3 2024, closing a stake of 600 shares — an estimated $224K sold.

Bard Financial Services first reported a position in HUM in Q4 2020 and held it in 15 quarters. The position peaked at $307K in Q4 2022. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Bard Financial Services reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Bard Financial Services sold 600 Humana shares in Q3 2024, an estimated $224K.
Bard Financial Services first reported a position in Humana in Q4 2020 and held it in 15 quarters.
Bard Financial Services's Humana position peaked at $307K in Q4 2022.
941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.