EAM
HUM icon

Empirical Asset Management’s Humana HUM Stock Holding History

Empirical Asset 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
-1,450
Closed -$664K – 285
2023
Q4 		$664K Buy
+1,450
New +$715K 0.54% 63
2023
Q3 		– Sell
-1,423
Closed -$636K – 178
2023
Q2 		$636K Buy
+1,423
New +$716K 0.56% 62

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Empirical Asset Management's HUM Position: Q1 2024 in Review

Empirical Asset Management sold out of Humana (HUM) in Q1 2024, closing a stake of 1,450 shares — an estimated $664K sold.

Empirical Asset Management first reported a position in HUM in Q2 2023 and held it in 2 quarters. The position peaked at $664K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Empirical Asset Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Empirical Asset Management sold 1,450 Humana shares in Q1 2024, an estimated $664K.
  • Empirical Asset Management first reported a position in Humana in Q2 2023 and held it in 2 quarters.
  • Empirical Asset Management's Humana position peaked at $664K in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Empirical Asset Management's 13F filing for Q1 2024, filed 10 May 2024.