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Berger Financial Group’s Humana HUM Stock Holding History

Berger Financial Group’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
-9,390
Closed -$4.3M – 366
2023
Q4 		$4.3M Sell
9,390
-196
-2% -$96.6K 0.45% 69
2023
Q3 		$4.66M Buy
9,586
+211
+2% +$99.2K 0.54% 54
2023
Q2 		$4.19M Sell
9,375
-265
-3% -$133K 0.48% 66
2023
Q1 		$4.68M Buy
+9,640
New +$4.77M 0.56% 52

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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

Berger Financial Group's HUM Position: Q1 2024 in Review

Berger Financial Group sold out of Humana (HUM) in Q1 2024, closing a stake of 9,390 shares — an estimated $4.3M sold.

Berger Financial Group first reported a position in HUM in Q1 2023 and held it in 4 quarters. The position peaked at $4.68M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Berger Financial Group reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Berger Financial Group sold 9,390 Humana shares in Q1 2024, an estimated $4.3M.
  • Berger Financial Group first reported a position in Humana in Q1 2023 and held it in 4 quarters.
  • Berger Financial Group's Humana position peaked at $4.68M in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.