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D.B. Root & Company’s Humana HUM Stock Holding History

D.B. Root & Company’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
-1,013
Closed -$379K – 190
2024
Q2 		$379K Hold
1,013
– – 0.13% 134
2024
Q1 		$351K Buy
+1,013
New +$384K 0.12% 138
2018
Q4 		– Sell
-600
Closed -$203K – 196
2018
Q3 		$203K Buy
+600
New +$195K 0.09% 202

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 $3.37T AUM 44.26% 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

D.B. Root & Company's HUM Position: Q3 2024 in Review

D.B. Root & Company sold out of Humana (HUM) in Q3 2024, closing a stake of 1,013 shares — an estimated $379K sold.

D.B. Root & Company first reported a position in HUM in Q3 2018 and held it in 3 quarters. The position peaked at $379K in Q2 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • D.B. Root & Company reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • D.B. Root & Company sold 1,013 Humana shares in Q3 2024, an estimated $379K.
  • D.B. Root & Company first reported a position in Humana in Q3 2018 and held it in 3 quarters.
  • D.B. Root & Company's Humana position peaked at $379K in Q2 2024.
  • 940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on D.B. Root & Company's 13F filing for Q3 2024, filed 31 Oct 2024.