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IRON Financial’s Humana HUM Stock Holding History

IRON Financial’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
-1,405
Closed -$643K – 107
2023
Q4 		$643K Sell
1,405
-64
-4% -$31.5K 0.37% 50
2023
Q3 		$715K Buy
+1,469
New +$690K 0.41% 41
2021
Q1 		– Sell
-640
Closed -$263K – 113
2020
Q4 		$263K Buy
+640
New +$266K 0.13% 93

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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

IRON Financial's HUM Position: Q1 2024 in Review

IRON Financial sold out of Humana (HUM) in Q1 2024, closing a stake of 1,405 shares — an estimated $643K sold.

IRON Financial first reported a position in HUM in Q4 2020 and held it in 3 quarters. The position peaked at $715K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • IRON Financial reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • IRON Financial sold 1,405 Humana shares in Q1 2024, an estimated $643K.
  • IRON Financial first reported a position in Humana in Q4 2020 and held it in 3 quarters.
  • IRON Financial's Humana position peaked at $715K in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on IRON Financial's 13F filing for Q1 2024, filed 23 Apr 2024.