Bison Wealth’s Humana HUM Stock Holding History

Bison 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 Q4	–	Sell	-5,785	Closed	-$1.83M	–	369
2024 Q3	$1.83M	Buy	5,785 +4,281	+285%	+$1.52M	0.29%	84
2024 Q2	$522K	Hold	1,504	–	–	0.08%	235
2024 Q1	$522K	Buy	+1,504	New	+$570K	0.08%	235

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bison Wealth's HUM Position: Q4 2024 in Review

Bison Wealth sold out of Humana (HUM) in Q4 2024, closing a stake of 5,785 shares — an estimated $1.83M sold.

Bison Wealth first reported a position in HUM in Q1 2024 and held it in 3 quarters. The position peaked at $1.83M in Q3 2024. 877 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

Bison Wealth reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 5,785 Humana shares in Q4 2024, an estimated $1.83M.
Bison Wealth first reported a position in Humana in Q1 2024 and held it in 3 quarters.
Bison Wealth's Humana position peaked at $1.83M in Q3 2024.
877 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.