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Clear Rock Advisors’s Humana HUM Stock Holding History

Clear Rock 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
Q2 		$1.96M Buy
5,250
+119
+2% +$40.2K 0.84% 40
2024
Q1 		$1.78M Buy
5,131
+199
+4% +$75.4K 0.77% 42
2023
Q4 		$1.83M Buy
+4,932
New +$2.43M 0.83% 39

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Clear Rock Advisors's HUM Position: Q2 2024 in Review

Clear Rock Advisors increased its Humana (HUM) stake by 2.3% in Q2 2024, buying an estimated $40.2K and bringing the position to 5,250 shares worth $1.96M. The position accounts for 0.84% of the portfolio, ranked #40.

Clear Rock Advisors first reported a position in HUM in Q4 2023 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Clear Rock Advisors held 5,250 shares of Humana worth $1.96M as of Q2 2024.
  • Clear Rock Advisors bought 119 Humana shares in Q2 2024, an estimated $40.2K.
  • Humana made up 0.84% of Clear Rock Advisors's portfolio in Q2 2024, its #40 holding.
  • Clear Rock Advisors first reported a position in Humana in Q4 2023 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.