CA
HUM icon

Cetera Advisors’s Humana HUM Stock Holding History

Cetera Advisors’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
Q1 		$3.5M Buy
10,098
+8,333
+472% +$3.16M 0.03% 584
2023
Q4 		$808K Buy
1,765
+1,264
+252% +$623K 0.01% 865
2023
Q3 		$244K Sell
501
-20
-4% -$9.4K ﹤0.01% 1437
2023
Q2 		$233K Sell
521
-228
-30% -$115K ﹤0.01% 1434
2023
Q1 		$364K Buy
749
+50
+7% +$24.7K 0.01% 1185
2022
Q4 		$358K Buy
+699
New +$367K 0.01% 1139
2016
Q1 		– Sell
-6,346
Closed -$1.13M – 741
2015
Q4 		$1.13M Sell
6,346
-2,504
-28% -$439K 0.1% 234
2015
Q3 		$1.58M Buy
8,850
+136
+2% +$25.1K 0.15% 164
2015
Q2 		$1.66M Buy
8,714
+237
+3% +$44K 0.14% 166
2015
Q1 		$1.51M Buy
8,477
+331
+4% +$52.4K 0.14% 174
2014
Q4 		$1.17M Buy
+8,146
New +$1.11M 0.11% 208
2014
Q3 		– Sell
-5,853
Closed -$748K – 630
2014
Q2 		$748K Buy
5,853
+2,224
+61% +$263K 0.08% 272
2014
Q1 		$410K Sell
3,629
-135
-4% -$14.1K 0.06% 351
2013
Q4 		$388K Buy
3,764
+34
+0.9% +$3.33K 0.06% 329
2013
Q3 		$349K Buy
+3,730
New +$342K 0.06% 299

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Cetera Advisors's HUM Position: Q1 2024 in Review

Cetera Advisors increased its Humana (HUM) stake by 472% in Q1 2024, buying an estimated $3.16M and bringing the position to 10,098 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #584.

Cetera Advisors first reported a position in HUM in Q3 2013 and has held it in 15 quarters since. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Cetera Advisors held 10,098 shares of Humana worth $3.5M as of Q1 2024.
  • Cetera Advisors bought 8,333 Humana shares in Q1 2024, an estimated $3.16M.
  • Humana made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #584 holding.
  • Cetera Advisors first reported a position in Humana in Q3 2013 and has held it in 15 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.