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Benjamin F. Edwards & Company’s Humana HUM Stock Holding History

Benjamin F. Edwards & Company’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 		$659K Buy
1,763
+172
+11% +$58.1K 0.01% 625
2024
Q1 		$552K Buy
1,591
+1,101
+225% +$417K 0.01% 641
2023
Q4 		$225K Buy
490
+63
+15% +$31.1K ﹤0.01% 848
2023
Q3 		$208K Sell
427
-153
-26% -$71.9K 0.01% 726
2023
Q2 		$259K Buy
580
+55
+10% +$27.7K 0.01% 659
2023
Q1 		$255K Buy
525
+116
+28% +$57.3K 0.01% 645
2022
Q4 		$209K Buy
409
+25
+7% +$13.1K 0.01% 711
2022
Q3 		$186K Buy
384
+3
+0.8% +$1.46K 0.01% 691
2022
Q2 		$178K Buy
381
+208
+120% +$92.5K 0.01% 703
2022
Q1 		$75K Hold
173
– – ﹤0.01% 933
2021
Q4 		$80K Hold
173
– – ﹤0.01% 935
2021
Q3 		$67K Hold
173
– – ﹤0.01% 954
2021
Q2 		$77K Hold
173
– – ﹤0.01% 912
2021
Q1 		$73K Hold
173
– – ﹤0.01% 914
2020
Q4 		$71K Hold
173
– – ﹤0.01% 877
2020
Q3 		$72K Hold
173
– – ﹤0.01% 818
2020
Q2 		$67K Hold
173
– – ﹤0.01% 821
2020
Q1 		$54K Hold
173
– – ﹤0.01% 834
2019
Q4 		$63K Hold
173
– – ﹤0.01% 913
2019
Q3 		$44K Sell
173
-5
-3% -$1.4K ﹤0.01% 964
2019
Q2 		$47K Buy
178
+171
+2,443% +$43.4K ﹤0.01% 918
2019
Q1 		$2K Buy
+7
New +$2.02K ﹤0.01% 1609
2018
Q4 		– Sell
-3
Closed -$1K – 1725
2018
Q3 		$1K Buy
+3
New +$975 ﹤0.01% 1549
2017
Q1 		– Sell
-28
Closed -$6K – 1362
2016
Q4 		$6K Buy
+28
New +$5.34K ﹤0.01% 1029

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 $3.37T AUM 44.26% 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

Benjamin F. Edwards & Company's HUM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Humana (HUM) stake by 11% in Q2 2024, buying an estimated $58.1K and bringing the position to 1,763 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #625.

Benjamin F. Edwards & Company first reported a position in HUM in Q4 2016 and has held it in 24 quarters since. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,763 shares of Humana worth $659K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 172 Humana shares in Q2 2024, an estimated $58.1K.
  • Humana made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #625 holding.
  • Benjamin F. Edwards & Company first reported a position in Humana in Q4 2016 and has held it in 24 quarters since.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.