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Dynamic Advisor Solutions’s Humana HUM Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-3,832
Closed -$1.21M – 732
2024
Q3 		$1.21M Buy
3,832
+171
+5% +$60.9K 0.04% 403
2024
Q2 		$1.37M Buy
3,661
+60
+2% +$20.3K 0.04% 376
2024
Q1 		$1.25M Buy
3,601
+780
+28% +$296K 0.04% 392
2023
Q4 		$1.29M Buy
2,821
+1,543
+121% +$761K 0.05% 356
2023
Q3 		$622K Buy
1,278
+176
+16% +$82.7K 0.03% 465
2023
Q2 		$493K Buy
+1,102
New +$555K 0.03% 502

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Advisor Solutions's HUM Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Humana (HUM) in Q4 2024, closing a stake of 3,832 shares — an estimated $1.21M sold.

Dynamic Advisor Solutions first reported a position in HUM in Q2 2023 and held it in 6 quarters. The position peaked at $1.37M in Q2 2024. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,832 Humana shares in Q4 2024, an estimated $1.21M.
  • Dynamic Advisor Solutions first reported a position in Humana in Q2 2023 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Humana position peaked at $1.37M in Q2 2024.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.