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Institutional & Family Asset Management’s Humana HUM Stock Holding History

Institutional & Family Asset Management’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 		$19.1K Buy
51
+8
+19% +$2.7K ﹤0.01% 339
2024
Q1 		$14.9K Buy
+43
New +$16.3K ﹤0.01% 362
2020
Q1 		– Sell
-8
Closed -$3K – 862
2019
Q4 		$3K Hold
8
– – ﹤0.01% 665
2019
Q3 		$2K Buy
+8
New +$2.24K ﹤0.01% 701

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

Institutional & Family Asset Management's HUM Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Humana (HUM) stake by 19% in Q2 2024, buying an estimated $2.7K and bringing the position to 51 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Institutional & Family Asset Management first reported a position in HUM in Q3 2019 and has held it in 4 quarters since. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Institutional & Family Asset Management held 51 shares of Humana worth $19.1K as of Q2 2024.
  • Institutional & Family Asset Management bought 8 Humana shares in Q2 2024, an estimated $2.7K.
  • Humana made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #339 holding.
  • Institutional & Family Asset Management first reported a position in Humana in Q3 2019 and has held it in 4 quarters since.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.