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Evermay Wealth Management’s Humana HUM Stock Holding History

Evermay 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
-4
Closed -$1.83K – 670
2023
Q4 		$1.83K Buy
4
+1
+33% +$493 ﹤0.01% 522
2023
Q3 		$1.46K Hold
3
– – ﹤0.01% 515
2023
Q2 		$1.34K Buy
+3
New +$1.51K ﹤0.01% 512

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

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

Evermay Wealth Management sold out of Humana (HUM) in Q1 2024, closing a stake of 4 shares — an estimated $1.83K sold.

Evermay Wealth Management first reported a position in HUM in Q2 2023 and held it in 3 quarters. The position peaked at $1.83K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Evermay Wealth Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Humana shares in Q1 2024, an estimated $1.83K.
  • Evermay Wealth Management first reported a position in Humana in Q2 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Humana position peaked at $1.83K in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.