KI
HUM icon

Kapitalo Investimentos’s Humana HUM Stock Holding History

Kapitalo Investimentos’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
-1,075
Closed -$492K – 397
2023
Q4 		$492K Buy
1,075
+260
+32% +$128K 0.1% 106
2023
Q3 		$397K Buy
815
+217
+36% +$102K 0.05% 147
2023
Q2 		$267K Buy
+598
New +$301K 0.05% 196

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

Kapitalo Investimentos's HUM Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Humana (HUM) in Q1 2024, closing a stake of 1,075 shares — an estimated $492K sold.

Kapitalo Investimentos first reported a position in HUM in Q2 2023 and held it in 3 quarters. The position peaked at $492K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,075 Humana shares in Q1 2024, an estimated $492K.
  • Kapitalo Investimentos first reported a position in Humana in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Humana position peaked at $492K in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.