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Janiczek Wealth Management’s Humana HUM Stock Holding History

Janiczek Wealth 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 		$283K Buy
758
+462
+156% +$156K 0.06% 141
2024
Q1 		$103K Buy
296
+27
+10% +$10.2K 0.02% 282
2023
Q4 		$123K Buy
269
+8
+3% +$3.94K 0.03% 239
2023
Q3 		$127K Sell
261
-84
-24% -$39.5K 0.03% 210
2023
Q2 		$154K Sell
345
-137
-28% -$69K 0.04% 164
2023
Q1 		$253K Buy
482
+10
+2% +$4.94K 0.07% 102
2022
Q4 		$233K Buy
472
+1
+0.2% +$526 0.07% 106
2022
Q3 		$234K Buy
471
+154
+49% +$74.9K 0.08% 87
2022
Q2 		$153K Buy
317
+99
+45% +$44K 0.05% 143
2022
Q1 		$95K Buy
218
+112
+106% +$46.9K 0.03% 212
2021
Q4 		$49K Buy
106
+3
+3% +$1.33K 0.01% 312
2021
Q3 		$40K Buy
103
+5
+5% +$2.12K 0.01% 326
2021
Q2 		$43K Sell
98
-96
-49% -$41.9K 0.02% 280
2021
Q1 		$81K Buy
+194
New +$77.4K 0.03% 166
2020
Q4 		– Sell
-4
Closed -$2K – 802
2020
Q3 		$2K Buy
+4
New +$1.61K ﹤0.01% 510

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

Janiczek Wealth Management's HUM Position: Q2 2024 in Review

Janiczek Wealth Management increased its Humana (HUM) stake by 156% in Q2 2024, buying an estimated $156K and bringing the position to 758 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #141.

Janiczek Wealth Management first reported a position in HUM in Q3 2020 and has held it in 15 quarters since. 979 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Janiczek Wealth Management held 758 shares of Humana worth $283K as of Q2 2024.
  • Janiczek Wealth Management bought 462 Humana shares in Q2 2024, an estimated $156K.
  • Humana made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #141 holding.
  • Janiczek Wealth Management first reported a position in Humana in Q3 2020 and has held it in 15 quarters since.
  • 979 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.