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Kingfisher Capital’s Humana HUM Stock Holding History

Kingfisher Capital’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
Q3 		$1.37M Sell
4,329
-577
-12% -$205K 0.31% 81
2024
Q2 		$1.83M Sell
4,906
-93
-2% -$31.4K 0.43% 69
2024
Q1 		$1.73M Buy
4,999
+84
+2% +$31.8K 0.42% 71
2023
Q4 		$2.25M Buy
+4,915
New +$2.42M 0.59% 62

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Kingfisher Capital's HUM Position: Q3 2024 in Review

Kingfisher Capital reduced its Humana (HUM) stake by 12% in Q3 2024, selling an estimated $205K and leaving 4,329 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #81.

Kingfisher Capital first reported a position in HUM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2023. 939 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Kingfisher Capital held 4,329 shares of Humana worth $1.37M as of Q3 2024.
  • Kingfisher Capital sold 577 Humana shares in Q3 2024, an estimated $205K.
  • Humana made up 0.31% of Kingfisher Capital's portfolio in Q3 2024, its #81 holding.
  • Kingfisher Capital first reported a position in Humana in Q4 2023 and has held it in 4 quarters since.
  • Kingfisher Capital's Humana position peaked at $2.25M in Q4 2023.
  • 939 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.