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Capital Analysts LLC’s Humana HUM Stock Holding History

Capital Analysts LLC’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
-3
Closed -$1K – 1336
2024
Q3 		$1K Hold
3
– – ﹤0.01% 1267
2024
Q2 		$1K Buy
+3
New +$1.01K ﹤0.01% 1154
2023
Q4 		– Sell
-9
Closed -$4K – 1157
2023
Q3 		$4K Buy
+9
New +$4.23K ﹤0.01% 994
2022
Q4 		– Sell
-10
Closed -$5K – 1106
2022
Q3 		$5K Buy
+10
New +$4.86K ﹤0.01% 886
2022
Q1 		– Sell
-12
Closed -$6K – 979
2021
Q4 		$6K Hold
12
– – ﹤0.01% 861
2021
Q3 		$5K Buy
12
+5
+71% +$2.12K ﹤0.01% 855
2021
Q2 		$3K Sell
7
-3
-30% -$1.31K ﹤0.01% 848
2021
Q1 		$4K Buy
+10
New +$3.99K ﹤0.01% 890

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's HUM Position: Q4 2024 in Review

Capital Analysts LLC sold out of Humana (HUM) in Q4 2024, closing a stake of 3 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in HUM in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Capital Analysts LLC reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 3 Humana shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Humana in Q1 2021 and held it in 8 quarters.
  • Capital Analysts LLC's Humana position peaked at $6K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.