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Jackson Grant Investment Advisers’s Humana HUM Stock Holding History

Jackson Grant Investment Advisers’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
-29
Closed -$10.1K – 403
2024
Q1 		$10.1K Hold
29
– – ﹤0.01% 258
2023
Q4 		$13.3K Hold
29
– – 0.01% 241
2023
Q3 		$14.1K Hold
29
– – 0.01% 239
2023
Q2 		$13K Hold
29
– – 0.01% 248
2023
Q1 		$14.1K Buy
+29
New +$14.3K 0.01% 280

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Jackson Grant Investment Advisers's HUM Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of Humana (HUM) in Q2 2024, closing a stake of 29 shares — an estimated $10.1K sold.

Jackson Grant Investment Advisers first reported a position in HUM in Q1 2023 and held it in 5 quarters. The position peaked at $14.1K in Q3 2023. 982 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 29 Humana shares in Q2 2024, an estimated $10.1K.
  • Jackson Grant Investment Advisers first reported a position in Humana in Q1 2023 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Humana position peaked at $14.1K in Q3 2023.
  • 982 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.