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Cypress Capital Group’s Humana HUM Stock Holding History

Cypress Capital 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
Q3 		– Sell
-793
Closed -$296K – 317
2024
Q2 		$296K Sell
793
-1,154
-59% -$390K 0.04% 252
2024
Q1 		$675K Sell
1,947
-53
-3% -$20.1K 0.08% 193
2023
Q4 		$916K Sell
2,000
-33
-2% -$16.3K 0.12% 152
2023
Q3 		$989K Buy
2,033
+5
+0.2% +$2.35K 0.14% 136
2023
Q2 		$907K Buy
2,028
+44
+2% +$22.2K 0.13% 155
2023
Q1 		$963K Buy
+1,984
New +$981K 0.15% 141
2021
Q3 		– Sell
-615
Closed -$272K – 283
2021
Q2 		$272K Sell
615
-28
-4% -$12.2K 0.04% 248
2021
Q1 		$270K Buy
+643
New +$257K 0.04% 244
2020
Q4 		– Sell
-2,601
Closed -$1.08M – 271
2020
Q3 		$1.08M Buy
2,601
+18
+0.7% +$7.24K 0.18% 119
2020
Q2 		$1M Buy
2,583
+1,648
+176% +$617K 0.18% 115
2020
Q1 		$294K Buy
+935
New +$315K 0.07% 166
2018
Q4 		– Sell
-2,052
Closed -$695K – 233
2018
Q3 		$695K Sell
2,052
-100
-5% -$32.5K 0.13% 138
2018
Q2 		$640K Hold
2,152
– – 0.13% 135
2018
Q1 		$579K Sell
2,152
-476
-18% -$129K 0.12% 138
2017
Q4 		$652K Buy
2,628
+1,611
+158% +$398K 0.14% 133
2017
Q3 		$248K Buy
+1,017
New +$249K 0.05% 193

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cypress Capital Group's HUM Position: Q3 2024 in Review

Cypress Capital Group sold out of Humana (HUM) in Q3 2024, closing a stake of 793 shares — an estimated $296K sold.

Cypress Capital Group first reported a position in HUM in Q3 2017 and held it in 16 quarters. The position peaked at $1.08M in Q3 2020. 939 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Cypress Capital Group reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital Group sold 793 Humana shares in Q3 2024, an estimated $296K.
  • Cypress Capital Group first reported a position in Humana in Q3 2017 and held it in 16 quarters.
  • Cypress Capital Group's Humana position peaked at $1.08M in Q3 2020.
  • 939 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Cypress Capital Group's 13F filing for Q3 2024, filed 8 Nov 2024.