Gratus Wealth Advisors’s Humana HUM Stock Holding History

Gratus Wealth Advisors’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 Q1	–	Sell	-450	Closed	-$206K	–	137
2023 Q4	$206K	Buy	+450	New	+$222K	0.04%	129

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Gratus Wealth Advisors's HUM Position: Q1 2024 in Review

Gratus Wealth Advisors sold out of Humana (HUM) in Q1 2024, closing a stake of 450 shares — an estimated $206K sold.

Gratus Wealth Advisors first reported a position in HUM in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Gratus Wealth Advisors reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Gratus Wealth Advisors sold 450 Humana shares in Q1 2024, an estimated $206K.
Gratus Wealth Advisors first reported a position in Humana in Q4 2023 and held it in 1 quarter.
Gratus Wealth Advisors's Humana position peaked at $206K in Q4 2023.
1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Gratus Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.