Custom Index Systems’s Humana HUM Stock Holding History

Custom Index Systems’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	-581	Closed	-$266K	–	277
2023 Q4	$266K	Buy	+581	New	+$286K	0.16%	197

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Custom Index Systems's HUM Position: Q1 2024 in Review

Custom Index Systems sold out of Humana (HUM) in Q1 2024, closing a stake of 581 shares — an estimated $266K sold.

Custom Index Systems first reported a position in HUM in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Custom Index Systems reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 581 Humana shares in Q1 2024, an estimated $266K.
Custom Index Systems first reported a position in Humana in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Humana position peaked at $266K in Q4 2023.
1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.