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Everhart Financial Group’s Humana HUM Stock Holding History

Everhart Financial Group’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
-746
Closed -$279K – 324
2024
Q2 		$279K Buy
+746
New +$252K 0.07% 233
2022
Q4 		– Sell
-564
Closed -$274K – 208
2022
Q3 		$274K Buy
564
+73
+15% +$35.5K 0.15% 136
2022
Q2 		$230K Buy
+491
New +$218K 0.14% 154

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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

Everhart Financial Group's HUM Position: Q3 2024 in Review

Everhart Financial Group sold out of Humana (HUM) in Q3 2024, closing a stake of 746 shares — an estimated $279K sold.

Everhart Financial Group first reported a position in HUM in Q2 2022 and held it in 3 quarters. The position peaked at $279K in Q2 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Everhart Financial Group reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Everhart Financial Group sold 746 Humana shares in Q3 2024, an estimated $279K.
  • Everhart Financial Group first reported a position in Humana in Q2 2022 and held it in 3 quarters.
  • Everhart Financial Group's Humana position peaked at $279K in Q2 2024.
  • 940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Everhart Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.