IUHSA
HUM icon

Itau Unibanco Holding S.A.’s Humana HUM Stock Holding History

Itau Unibanco Holding S.A.’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
2023
Q4 		– Sell
-185
Closed -$90K – 440
2023
Q3 		$90K Sell
185
-727
-80% -$342K ﹤0.01% 212
2023
Q2 		$408K Buy
912
+876
+2,433% +$441K 0.02% 143
2023
Q1 		$17.5K Hold
36
– – ﹤0.01% 408
2022
Q4 		$18.4K Buy
+36
New +$18.9K ﹤0.01% 402
2022
Q3 		– Sell
-33
Closed -$15K – 586
2022
Q2 		$15K Sell
33
-11
-25% -$4.89K ﹤0.01% 406
2022
Q1 		$19K Hold
44
– – ﹤0.01% 384
2021
Q4 		$21K Buy
44
+22
+100% +$9.73K ﹤0.01% 364
2021
Q3 		$9K Sell
22
-2
-8% -$849 ﹤0.01% 372
2021
Q2 		$11K Buy
+24
New +$10.5K ﹤0.01% 334
2020
Q2 		– Sell
-286
Closed -$90K – 280
2020
Q1 		$90K Sell
286
-424
-60% -$143K 0.01% 136
2019
Q4 		$260K Buy
+710
New +$225K 0.01% 170
2019
Q2 		– Sell
-465
Closed -$131K – 764
2019
Q1 		$131K Hold
465
– – 0.01% 293
2018
Q4 		$131K Sell
465
-1,083
-70% -$343K 0.01% 293
2018
Q3 		$524K Sell
1,548
-1,272
-45% -$413K 0.03% 110
2018
Q2 		$839K Sell
2,820
-3,676
-57% -$1.08M 0.09% 70
2018
Q1 		$1.75M Buy
6,496
+3,553
+121% +$962K 0.01% 83
2017
Q4 		$730K Buy
2,943
+1,413
+92% +$349K 0.04% 127
2017
Q3 		$1.18M Buy
1,530
+1,470
+2,450% +$360K 0.08% 139
2017
Q2 		$14K Buy
+60
New +$13.6K ﹤0.01% 461

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HUM Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Humana (HUM) in Q4 2023, closing a stake of 185 shares — an estimated $90K sold.

Itau Unibanco Holding S.A. first reported a position in HUM in Q2 2017 and held it in 19 quarters. The position peaked at $1.75M in Q1 2018. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

  • Itau Unibanco Holding S.A. reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 185 Humana shares in Q4 2023, an estimated $90K.
  • Itau Unibanco Holding S.A. first reported a position in Humana in Q2 2017 and held it in 19 quarters.
  • Itau Unibanco Holding S.A.'s Humana position peaked at $1.75M in Q1 2018.
  • 1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.