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Crewe Advisors’s Humana HUM Stock Holding History

Crewe 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
Q3 		– Sell
-129
Closed -$48.2K – 840
2024
Q2 		$48.2K Buy
129
+88
+215% +$29.7K 0.01% 375
2024
Q1 		$14.2K Buy
+41
New +$15.5K ﹤0.01% 559
2023
Q3 		– Sell
-13
Closed -$5.81K – 734
2023
Q2 		$5.81K Sell
13
-78
-86% -$39.3K ﹤0.01% 446
2023
Q1 		$44.2K Sell
91
-4
-4% -$1.98K 0.01% 321
2022
Q4 		$48.7K Sell
95
-50
-34% -$26.3K 0.01% 306
2022
Q3 		$70K Buy
145
+19
+15% +$9.24K 0.01% 273
2022
Q2 		$59K Buy
+126
New +$56.1K 0.01% 271
2020
Q4 		– Sell
-18
Closed -$7K – 546
2020
Q3 		$7K Buy
+18
New +$7.24K ﹤0.01% 298

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Crewe Advisors's HUM Position: Q3 2024 in Review

Crewe Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 129 shares — an estimated $48.2K sold.

Crewe Advisors first reported a position in HUM in Q3 2020 and held it in 8 quarters. The position peaked at $70K in Q3 2022. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Crewe Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 129 Humana shares in Q3 2024, an estimated $48.2K.
  • Crewe Advisors first reported a position in Humana in Q3 2020 and held it in 8 quarters.
  • Crewe Advisors's Humana position peaked at $70K in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.