First Western Trust Bank’s Humana HUM Stock Holding History

First Western Trust Bank’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	-642	Closed	-$203K	–	200
2024 Q3	$203K	Sell	642 -31	-5%	-$11K	0.01%	200
2024 Q2	$251K	Sell	673 -73	-10%	-$24.6K	0.01%	167
2024 Q1	$259K	Sell	746 -82	-10%	-$31.1K	0.01%	174
2023 Q4	$379K	Buy	+828	New	+$408K	0.02%	148

Other funds holding HUM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Western Trust Bank's HUM Position: Q4 2024 in Review

First Western Trust Bank sold out of Humana (HUM) in Q4 2024, closing a stake of 642 shares — an estimated $203K sold.

First Western Trust Bank first reported a position in HUM in Q4 2023 and held it in 4 quarters. The position peaked at $379K in Q4 2023. 880 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

First Western Trust Bank reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
First Western Trust Bank sold 642 Humana shares in Q4 2024, an estimated $203K.
First Western Trust Bank first reported a position in Humana in Q4 2023 and held it in 4 quarters.
First Western Trust Bank's Humana position peaked at $379K in Q4 2023.
880 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on First Western Trust Bank's 13F filing for Q4 2024, filed 13 Feb 2025.