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Cooper Financial Group’s Humana HUM Stock Holding History

Cooper Financial Group’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
-2,249
Closed -$712K – 399
2024
Q3 		$712K Buy
2,249
+68
+3% +$24.2K 0.09% 194
2024
Q2 		$815K Buy
2,181
+943
+76% +$318K 0.12% 152
2024
Q1 		$429K Sell
1,238
-1,097
-47% -$416K 0.07% 243
2023
Q4 		$1.07M Buy
2,335
+647
+38% +$319K 0.19% 104
2023
Q3 		$821K Buy
1,688
+58
+4% +$27.3K 0.2% 118
2023
Q2 		$729K Buy
1,630
+796
+95% +$401K 0.18% 134
2023
Q1 		$405K Buy
834
+1
+0.1% +$494 0.11% 198
2022
Q4 		$427K Hold
833
– – 0.13% 170
2022
Q3 		$404K Buy
833
+2
+0.2% +$973 0.15% 147
2022
Q2 		$389K Buy
+831
New +$370K 0.14% 150

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 $3.37T AUM 44.26% 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

Cooper Financial Group's HUM Position: Q4 2024 in Review

Cooper Financial Group sold out of Humana (HUM) in Q4 2024, closing a stake of 2,249 shares — an estimated $712K sold.

Cooper Financial Group first reported a position in HUM in Q2 2022 and held it in 10 quarters. The position peaked at $1.07M in Q4 2023. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Cooper Financial Group reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 2,249 Humana shares in Q4 2024, an estimated $712K.
  • Cooper Financial Group first reported a position in Humana in Q2 2022 and held it in 10 quarters.
  • Cooper Financial Group's Humana position peaked at $1.07M in Q4 2023.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.