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Everpar Advisors’s Humana HUM Stock Holding History

Everpar Advisors’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
-718
Closed -$227K – 273
2024
Q3 		$227K Sell
718
-148
-17% -$52.7K 0.12% 228
2024
Q2 		$324K Buy
866
+224
+35% +$75.6K 0.16% 178
2024
Q1 		$223K Sell
642
-766
-54% -$290K 0.14% 216
2023
Q4 		$645K Buy
+1,408
New +$694K 0.3% 121

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

Everpar Advisors's HUM Position: Q4 2024 in Review

Everpar Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 718 shares — an estimated $227K sold.

Everpar Advisors first reported a position in HUM in Q4 2023 and held it in 4 quarters. The position peaked at $645K in Q4 2023. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Everpar Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Everpar Advisors sold 718 Humana shares in Q4 2024, an estimated $227K.
  • Everpar Advisors first reported a position in Humana in Q4 2023 and held it in 4 quarters.
  • Everpar Advisors's Humana position peaked at $645K in Q4 2023.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Everpar Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.