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Claro Advisors’s Humana HUM Stock Holding History

Claro 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 		– Sell
-554
Closed -$254K – 424
2023
Q4 		$254K Buy
554
+60
+12% +$29.6K 0.05% 321
2023
Q3 		$240K Buy
494
+28
+6% +$13.2K 0.06% 310
2023
Q2 		$208K Buy
+466
New +$235K 0.05% 339
2019
Q1 		– Sell
-52
Closed -$18K – 504
2018
Q4 		$18K Buy
+52
New +$16.5K 0.01% 566

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

Claro Advisors's HUM Position: Q1 2024 in Review

Claro Advisors sold out of Humana (HUM) in Q1 2024, closing a stake of 554 shares — an estimated $254K sold.

Claro Advisors first reported a position in HUM in Q4 2018 and held it in 4 quarters. The position peaked at $254K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Claro Advisors reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Claro Advisors sold 554 Humana shares in Q1 2024, an estimated $254K.
  • Claro Advisors first reported a position in Humana in Q4 2018 and held it in 4 quarters.
  • Claro Advisors's Humana position peaked at $254K in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Claro Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.