HI
HUM icon

Hoey Investments’s Humana HUM Stock Holding History

Hoey Investments’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
-840
Closed -$314K – 404
2024
Q3 		$314K Hold
840
– – 0.06% 69
2024
Q2 		$314K Sell
840
-46
-5% -$15.5K 0.06% 69
2024
Q1 		$307K Sell
886
-1,020
-54% -$387K 0.07% 72
2023
Q4 		$873K Buy
1,906
+1,523
+398% +$751K 0.24% 42
2023
Q3 		$186K Sell
383
-67
-15% -$31.5K 0.06% 80
2023
Q2 		$201K Sell
450
-64
-12% -$32.2K 0.07% 86
2023
Q1 		$250K Sell
514
-12
-2% -$5.93K 0.1% 78
2022
Q4 		$269K Sell
526
-17
-3% -$8.94K 0.12% 77
2022
Q3 		$263K Sell
543
-174
-24% -$84.6K 0.1% 79
2022
Q2 		$336K Buy
+717
New +$319K 0.14% 60

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 $3.38T AUM 44.17% 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

Hoey Investments's HUM Position: Q4 2024 in Review

Hoey Investments sold out of Humana (HUM) in Q4 2024, closing a stake of 840 shares — an estimated $314K sold.

Hoey Investments first reported a position in HUM in Q2 2022 and held it in 10 quarters. The position peaked at $873K in Q4 2023. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Hoey Investments reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 840 Humana shares in Q4 2024, an estimated $314K.
  • Hoey Investments first reported a position in Humana in Q2 2022 and held it in 10 quarters.
  • Hoey Investments's Humana position peaked at $873K in Q4 2023.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.