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Buck Wealth Strategies’s Humana HUM Stock Holding History

Buck Wealth Strategies’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
-5,398
Closed -$1.87M – 90
2024
Q1 		$1.87M Buy
+5,398
New +$2.05M 0.64% 40
2023
Q4 		– Sell
-177
Closed -$86.1K – 178
2023
Q3 		$86.1K Buy
177
+143
+421% +$67.2K 0.03% 83
2023
Q2 		$15.2K Buy
+34
New +$17.1K 0.01% 137

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

Buck Wealth Strategies's HUM Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Humana (HUM) in Q2 2024, closing a stake of 5,398 shares — an estimated $1.87M sold.

Buck Wealth Strategies first reported a position in HUM in Q2 2023 and held it in 3 quarters. The position peaked at $1.87M in Q1 2024. 981 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Buck Wealth Strategies reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 5,398 Humana shares in Q2 2024, an estimated $1.87M.
  • Buck Wealth Strategies first reported a position in Humana in Q2 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Humana position peaked at $1.87M in Q1 2024.
  • 981 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.