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First Personal Financial Services’s Humana HUM Stock Holding History

First Personal Financial Services’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 		$317 Buy
+1
New +$356 ﹤0.01% 427
2020
Q1 		– Sell
-7
Closed -$3K – 404
2019
Q4 		$3K Sell
7
-112
-94% -$35.5K ﹤0.01% 332
2019
Q3 		$30K Hold
119
– – 0.01% 296
2019
Q2 		$32K Buy
119
+7
+6% +$1.77K 0.01% 348
2019
Q1 		$30K Hold
112
– – 0.01% 346
2018
Q4 		$32K Sell
112
-1
-0.9% -$317 0.01% 319
2018
Q3 		$38K Buy
113
+86
+319% +$27.9K 0.01% 322
2018
Q2 		$8K Sell
27
-50
-65% -$14.6K ﹤0.01% 515
2018
Q1 		$20K Buy
77
+7
+10% +$1.9K ﹤0.01% 630
2017
Q4 		$17K Hold
70
– – ﹤0.01% 678
2017
Q3 		$17K Hold
70
– – ﹤0.01% 613
2017
Q2 		$17K Hold
70
– – ﹤0.01% 611
2017
Q1 		$14K Buy
70
+40
+133% +$8.27K ﹤0.01% 636
2016
Q4 		$6K Buy
+30
New +$5.72K ﹤0.01% 802
2016
Q3 		– Sell
-32
Closed -$6K – 822
2016
Q2 		$6K Buy
+32
New +$5.68K ﹤0.01% 660

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Personal Financial Services's HUM Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Humana (HUM) in Q3 2024: 1 share worth $317. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in HUM as recently as Q4 2019.

First Personal Financial Services first reported a position in HUM in Q2 2016 and has held it in 15 quarters since. The position peaked at $38K in Q3 2018. 939 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • First Personal Financial Services held 1 share of Humana worth $317 as of Q3 2024.
  • Humana was a new First Personal Financial Services position in Q3 2024.
  • Humana made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #427 holding.
  • First Personal Financial Services first reported a position in Humana in Q2 2016 and has held it in 15 quarters since.
  • First Personal Financial Services's Humana position peaked at $38K in Q3 2018.
  • 939 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.