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Fulcrum Capital’s Humana HUM Stock Holding History

Fulcrum Capital’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
-6,769
Closed -$2.14M – 115
2024
Q3 		$2.14M Sell
6,769
-45
-0.7% -$16K 0.47% 40
2024
Q2 		$2.55M Buy
6,814
+1,087
+19% +$367K 0.58% 37
2024
Q1 		$1.99M Buy
5,727
+1,460
+34% +$553K 0.47% 40
2023
Q4 		$1.95M Sell
4,267
-1,345
-24% -$663K 0.51% 40
2023
Q3 		$2.73M Sell
5,612
-224
-4% -$105K 0.79% 36
2023
Q2 		$2.61M Sell
5,836
-109
-2% -$54.9K 0.69% 38
2023
Q1 		$2.89M Sell
5,945
-157
-3% -$77.6K 0.78% 38
2022
Q4 		$3.13M Buy
6,102
+540
+10% +$284K 0.9% 38
2022
Q3 		$2.7M Sell
5,562
-444
-7% -$216K 0.8% 41
2022
Q2 		$2.81M Buy
+6,006
New +$2.67M 0.88% 37

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

Fulcrum Capital's HUM Position: Q4 2024 in Review

Fulcrum Capital sold out of Humana (HUM) in Q4 2024, closing a stake of 6,769 shares — an estimated $2.14M sold.

Fulcrum Capital first reported a position in HUM in Q2 2022 and held it in 10 quarters. The position peaked at $3.13M in Q4 2022. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Fulcrum Capital reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Capital sold 6,769 Humana shares in Q4 2024, an estimated $2.14M.
  • Fulcrum Capital first reported a position in Humana in Q2 2022 and held it in 10 quarters.
  • Fulcrum Capital's Humana position peaked at $3.13M in Q4 2022.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Fulcrum Capital's 13F filing for Q4 2024, filed 13 Jan 2025.