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Fortem Financial Group’s Humana HUM Stock Holding History

Fortem Financial Group’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
-2,160
Closed -$807K – 183
2024
Q2 		$807K Buy
2,160
+98
+5% +$33.1K 0.35% 87
2024
Q1 		$715K Buy
2,062
+401
+24% +$152K 0.31% 93
2023
Q4 		$760K Buy
1,661
+274
+20% +$135K 0.38% 86
2023
Q3 		$675K Buy
1,387
+569
+70% +$267K 0.4% 83
2023
Q2 		$366K Buy
+818
New +$412K 0.22% 114

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fortem Financial Group's HUM Position: Q3 2024 in Review

Fortem Financial Group sold out of Humana (HUM) in Q3 2024, closing a stake of 2,160 shares — an estimated $807K sold.

Fortem Financial Group first reported a position in HUM in Q2 2023 and held it in 5 quarters. The position peaked at $807K in Q2 2024. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Fortem Financial Group reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 2,160 Humana shares in Q3 2024, an estimated $807K.
  • Fortem Financial Group first reported a position in Humana in Q2 2023 and held it in 5 quarters.
  • Fortem Financial Group's Humana position peaked at $807K in Q2 2024.
  • 941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.