DWM
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Drive Wealth Management’s Humana HUM Stock Holding History

Drive Wealth Management’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
-477
Closed -$219K – 332
2023
Q4 		$219K Sell
477
-18
-4% -$8.87K 0.07% 254
2023
Q3 		$241K Buy
+495
New +$233K 0.09% 209
2023
Q2 		– Sell
-580
Closed -$282K – 297
2023
Q1 		$282K Buy
580
+38
+7% +$18.8K 0.12% 186
2022
Q4 		$278K Sell
542
-107
-16% -$56.2K 0.14% 169
2022
Q3 		$315K Sell
649
-95
-13% -$46.2K 0.3% 104
2022
Q2 		$349K Buy
744
+42
+6% +$18.7K 0.32% 97
2022
Q1 		$306K Buy
702
+113
+19% +$47.3K 0.26% 101
2021
Q4 		$274K Buy
+589
New +$261K 0.24% 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 $3.38T AUM 44.17% 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

Drive Wealth Management's HUM Position: Q1 2024 in Review

Drive Wealth Management sold out of Humana (HUM) in Q1 2024, closing a stake of 477 shares — an estimated $219K sold.

Drive Wealth Management first reported a position in HUM in Q4 2021 and held it in 8 quarters. The position peaked at $349K in Q2 2022. 1,031 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Drive Wealth Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Drive Wealth Management sold 477 Humana shares in Q1 2024, an estimated $219K.
  • Drive Wealth Management first reported a position in Humana in Q4 2021 and held it in 8 quarters.
  • Drive Wealth Management's Humana position peaked at $349K in Q2 2022.
  • 1,031 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Drive Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.