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Custom Portfolio Group’s Humana HUM Stock Holding History

Custom Portfolio 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
Q2 		$13.1K Hold
35
– – 0.01% 159
2024
Q1 		$12.2K Hold
35
– – 0.01% 167
2023
Q4 		$16.1K Buy
+35
New +$17.3K 0.01% 147

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Custom Portfolio Group's HUM Position: Q2 2024 in Review

Custom Portfolio Group held its Humana (HUM) position steady in Q2 2024 at 35 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #159.

Custom Portfolio Group first reported a position in HUM in Q4 2023 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2023. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Custom Portfolio Group held 35 shares of Humana worth $13.1K as of Q2 2024.
  • Custom Portfolio Group left its Humana share count unchanged in Q2 2024.
  • Humana made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #159 holding.
  • Custom Portfolio Group first reported a position in Humana in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Humana position peaked at $16.1K in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.