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Gratus Capital’s Humana HUM Stock Holding History

Gratus 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
Q2 		$2.31M Buy
6,170
+15
+0.2% +$5.07K 0.09% 136
2024
Q1 		$2.13M Hold
6,155
– – 0.1% 129
2023
Q4 		$2.82M Sell
6,155
-156
-2% -$76.9K 0.16% 105
2023
Q3 		$3.07M Buy
6,311
+36
+0.6% +$16.9K 0.21% 89
2023
Q2 		$2.81M Buy
+6,275
New +$3.16M 0.19% 91

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Gratus Capital's HUM Position: Q2 2024 in Review

Gratus Capital increased its Humana (HUM) stake by 0.24% in Q2 2024, buying an estimated $5.07K and bringing the position to 6,170 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #136.

Gratus Capital first reported a position in HUM in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.07M in Q3 2023. 979 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Gratus Capital held 6,170 shares of Humana worth $2.31M as of Q2 2024.
  • Gratus Capital bought 15 Humana shares in Q2 2024, an estimated $5.07K.
  • Humana made up 0.09% of Gratus Capital's portfolio in Q2 2024, its #136 holding.
  • Gratus Capital first reported a position in Humana in Q2 2023 and has held it in 5 quarters since.
  • Gratus Capital's Humana position peaked at $3.07M in Q3 2023.
  • 979 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.