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Jackson Square Partners’s Humana HUM Stock Holding History

Jackson Square Partners’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
-310
Closed -$151K – 85
2023
Q3 		$151K Sell
310
-176
-36% -$82.7K 0.01% 68
2023
Q2 		$217K Buy
486
+47
+11% +$23.7K 0.01% 66
2023
Q1 		$213K Buy
439
+26
+6% +$12.9K 0.01% 61
2022
Q4 		$212K Buy
+413
New +$217K 0.01% 63

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 $3.37T AUM 44.26% 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

Jackson Square Partners's HUM Position: Q4 2023 in Review

Jackson Square Partners sold out of Humana (HUM) in Q4 2023, closing a stake of 310 shares — an estimated $151K sold.

Jackson Square Partners first reported a position in HUM in Q4 2022 and held it in 4 quarters. The position peaked at $217K in Q2 2023. 1,153 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

  • Jackson Square Partners reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
  • Jackson Square Partners sold 310 Humana shares in Q4 2023, an estimated $151K.
  • Jackson Square Partners first reported a position in Humana in Q4 2022 and held it in 4 quarters.
  • Jackson Square Partners's Humana position peaked at $217K in Q2 2023.
  • 1,153 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Jackson Square Partners's 13F filing for Q4 2023, filed 8 Feb 2024.