First Foundation Advisors’s Humana HUM Stock Holding History

First Foundation 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 Q3	–	Sell	-8	Closed	-$2.99K	–	395
2024 Q2	$2.99K	Buy	+8	New	+$2.7K	﹤0.01%	431
2024 Q1	–	Sell	-8	Closed	-$3.66K	–	445
2023 Q4	$3.66K	Sell	8 -560	-99%	-$276K	﹤0.01%	431
2023 Q3	$276K	Sell	568 -81	-12%	-$38.1K	0.01%	336
2023 Q2	$290K	Buy	649 +183	+39%	+$92.1K	0.01%	318
2023 Q1	$226K	Buy	+466	New	+$230K	0.01%	343

Other funds holding HUM

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

First Foundation Advisors's HUM Position: Q3 2024 in Review

First Foundation Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 8 shares — an estimated $2.99K sold.

First Foundation Advisors first reported a position in HUM in Q1 2023 and held it in 5 quarters. The position peaked at $290K in Q2 2023. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

First Foundation Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 8 Humana shares in Q3 2024, an estimated $2.99K.
First Foundation Advisors first reported a position in Humana in Q1 2023 and held it in 5 quarters.
First Foundation Advisors's Humana position peaked at $290K in Q2 2023.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.