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Cassady Schiller Wealth Management’s Humana HUM Stock Holding History

Cassady Schiller 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
Q4 		$3.3K Buy
+13
New +$3.49K ﹤0.01% 487
2022
Q1 		– Sell
-3
Closed -$1K – 322
2021
Q4 		$1K Buy
+3
New +$1.33K ﹤0.01% 461

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's HUM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Humana (HUM) in Q4 2024: 13 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HUM as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in HUM in Q4 2021 and has held it in 2 quarters since. 876 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Cassady Schiller Wealth Management held 13 shares of Humana worth $3.3K as of Q4 2024.
  • Humana was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Humana made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #487 holding.
  • Cassady Schiller Wealth Management first reported a position in Humana in Q4 2021 and has held it in 2 quarters since.
  • 876 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.