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Buckley Wealth Management’s Humana HUM Stock Holding History

Buckley 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
-2,050
Closed -$711K – 105
2024
Q1 		$711K Buy
2,050
+75
+4% +$28.4K 0.23% 72
2023
Q4 		$904K Sell
1,975
-25
-1% -$12.3K 0.31% 61
2023
Q3 		$973K Buy
2,000
+235
+13% +$110K 0.36% 48
2023
Q2 		$789K Sell
1,765
-158
-8% -$79.5K 0.27% 67
2023
Q1 		$934K Sell
1,923
-37
-2% -$18.3K 0.34% 53
2022
Q4 		$1M Sell
1,960
-13
-0.7% -$6.83K 0.37% 43
2022
Q3 		$957K Buy
+1,973
New +$960K 0.35% 46

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

Buckley Wealth Management's HUM Position: Q2 2024 in Review

Buckley Wealth Management sold out of Humana (HUM) in Q2 2024, closing a stake of 2,050 shares — an estimated $711K sold.

Buckley Wealth Management first reported a position in HUM in Q3 2022 and held it in 7 quarters. The position peaked at $1M in Q4 2022. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Buckley Wealth Management reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 2,050 Humana shares in Q2 2024, an estimated $711K.
  • Buckley Wealth Management first reported a position in Humana in Q3 2022 and held it in 7 quarters.
  • Buckley Wealth Management's Humana position peaked at $1M in Q4 2022.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Buckley Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.