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Beaird Harris Wealth Management’s Humana HUM Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Sell
-4
Closed -$1.35K – 660
2024
Q1 		$1.39K Sell
4
-15
-79% -$5.68K ﹤0.01% 510
2023
Q4 		$8.7K Buy
+19
New +$9.37K ﹤0.01% 336
2023
Q1 		– Sell
-19
Closed -$9.73K – 591
2022
Q4 		$9.73K Buy
+19
New +$9.99K ﹤0.01% 327
2022
Q2 		– Sell
-18
Closed -$8K – 500
2022
Q1 		$8K Buy
+18
New +$7.53K ﹤0.01% 363

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Beaird Harris Wealth Management's HUM Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Humana (HUM) in Q2 2024, closing a stake of 4 shares — an estimated $1.35K sold.

Beaird Harris Wealth Management first reported a position in HUM in Q1 2022 and held it in 4 quarters. The position peaked at $9.73K in Q4 2022. 981 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4 Humana shares in Q2 2024, an estimated $1.35K.
  • Beaird Harris Wealth Management first reported a position in Humana in Q1 2022 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Humana position peaked at $9.73K in Q4 2022.
  • 981 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.