CreativeOne Wealth’s Humana HUM Stock Holding History

CreativeOne Wealth’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	-656	Closed	-$208K	–	1094
2024 Q3	$208K	Buy	+656	New	+$234K	0.01%	898
2023 Q3	–	Sell	-542	Closed	-$242K	–	689
2023 Q2	$242K	Buy	+542	New	+$273K	0.01%	712

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CreativeOne Wealth's HUM Position: Q4 2024 in Review

CreativeOne Wealth sold out of Humana (HUM) in Q4 2024, closing a stake of 656 shares — an estimated $208K sold.

CreativeOne Wealth first reported a position in HUM in Q2 2023 and held it in 2 quarters. The position peaked at $242K in Q2 2023. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

CreativeOne Wealth reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
CreativeOne Wealth sold 656 Humana shares in Q4 2024, an estimated $208K.
CreativeOne Wealth first reported a position in Humana in Q2 2023 and held it in 2 quarters.
CreativeOne Wealth's Humana position peaked at $242K in Q2 2023.
878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.