HGERS
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Householder Group Estate & Retirement Specialist’s Humana HUM Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-42
Closed -$14.6K – 1262
2024
Q1 		$14.6K Hold
42
– – ﹤0.01% 733
2023
Q4 		$19K Sell
42
-38
-48% -$18.7K 0.01% 654
2023
Q3 		$38.9K Buy
+80
New +$37.6K 0.01% 501
2023
Q1 		$39K Buy
+80
New +$39.5K 0.02% 488

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

Householder Group Estate & Retirement Specialist's HUM Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Humana (HUM) in Q2 2024, closing a stake of 42 shares — an estimated $14.6K sold.

Householder Group Estate & Retirement Specialist first reported a position in HUM in Q1 2023 and held it in 4 quarters. The position peaked at $39K in Q1 2023. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 42 Humana shares in Q2 2024, an estimated $14.6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Humana in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Humana position peaked at $39K in Q1 2023.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.