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Curated Wealth Partners’s Humana HUM Stock Holding History

Curated Wealth Partners’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
-1,472
Closed -$674K – 199
2023
Q4 		$674K Sell
1,472
-89
-6% -$43.9K 0.11% 69
2023
Q3 		$759K Buy
1,561
+125
+9% +$58.7K 0.14% 53
2023
Q2 		$642K Sell
1,436
-29
-2% -$14.6K 0.12% 60
2023
Q1 		$711K Sell
1,465
-43
-3% -$21.3K 0.16% 51
2022
Q4 		$772K Buy
1,508
+38
+3% +$20K 0.19% 44
2022
Q3 		$712K Sell
1,470
-330
-18% -$161K 0.21% 40
2022
Q2 		$842K Buy
1,800
+393
+28% +$175K 0.25% 36
2022
Q1 		$654K Hold
1,407
– – 0.22% 57
2021
Q4 		$654K Buy
1,407
+20
+1% +$8.85K 0.21% 59
2021
Q3 		$540K Buy
1,387
+16
+1% +$6.79K 0.3% 70
2021
Q2 		$607K Buy
1,371
+192
+16% +$83.9K 0.33% 59
2021
Q1 		$494K Buy
1,179
+482
+69% +$192K 0.3% 65
2020
Q4 		$286K Buy
+697
New +$290K 0.19% 108

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Curated Wealth Partners's HUM Position: Q1 2024 in Review

Curated Wealth Partners sold out of Humana (HUM) in Q1 2024, closing a stake of 1,472 shares — an estimated $674K sold.

Curated Wealth Partners first reported a position in HUM in Q4 2020 and held it in 13 quarters. The position peaked at $842K in Q2 2022. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Curated Wealth Partners reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 1,472 Humana shares in Q1 2024, an estimated $674K.
  • Curated Wealth Partners first reported a position in Humana in Q4 2020 and held it in 13 quarters.
  • Curated Wealth Partners's Humana position peaked at $842K in Q2 2022.
  • 1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.