Echo Street Capital Management’s Humana HUM Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-2,695	Closed	-$1.21M	–	517
2023 Q2	$1.21M	Buy	2,695 +1,997	+286%	+$1.01M	0.01%	122
2023 Q1	$339K	Sell	698 -1,004	-59%	-$496K	﹤0.01%	355
2022 Q4	$872K	Buy	1,702 +1,204	+242%	+$633K	0.01%	175
2022 Q3	$242K	Buy	+498	New	+$242K	﹤0.01%	451
2022 Q2	–	Sell	-1,684	Closed	-$733K	–	625
2022 Q1	$733K	Buy	1,684 +522	+45%	+$218K	0.01%	309
2021 Q4	$539K	Buy	1,162 +194	+20%	+$85.8K	﹤0.01%	389
2021 Q3	$377K	Buy	+968	New	+$411K	﹤0.01%	484

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Echo Street Capital Management's HUM Position: Q3 2023 in Review

Echo Street Capital Management sold out of Humana (HUM) in Q3 2023, closing a stake of 2,695 shares — an estimated $1.21M sold.

Echo Street Capital Management first reported a position in HUM in Q3 2021 and held it in 7 quarters. The position peaked at $1.21M in Q2 2023. 1,087 funds tracked by Wall St. Rank hold HUM as of Q3 2023.

Echo Street Capital Management reported no remaining Humana position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,695 Humana shares in Q3 2023, an estimated $1.21M.
Echo Street Capital Management first reported a position in Humana in Q3 2021 and held it in 7 quarters.
Echo Street Capital Management's Humana position peaked at $1.21M in Q2 2023.
1,087 funds tracked by Wall St. Rank held Humana as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.