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Lake Street Advisors Group’s Humana HUM Stock Holding History

Lake Street Advisors Group’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
Q4 		$304K Sell
1,195
-277
-19% -$74.3K 0.01% 446
2024
Q3 		$468K Sell
1,472
-16
-1% -$5.7K 0.02% 347
2024
Q2 		$557K Buy
1,488
+364
+32% +$123K 0.03% 300
2024
Q1 		$391K Sell
1,124
-209
-16% -$79.2K 0.02% 390
2023
Q4 		$612K Buy
+1,333
New +$657K 0.03% 297
2021
Q3 		– Sell
-1,209
Closed -$490K – 316
2021
Q2 		$490K Buy
1,209
+2
+0.2% +$874 0.04% 167
2021
Q1 		$506K Sell
1,207
-14
-1% -$5.59K 0.04% 165
2020
Q4 		$501K Buy
1,221
+21
+2% +$8.73K 0.04% 153
2020
Q3 		$497K Buy
1,200
+87
+8% +$35K 0.05% 147
2020
Q2 		$432K Buy
1,113
+87
+8% +$32.6K 0.04% 149
2020
Q1 		$322K Buy
1,026
+107
+12% +$36.1K 0.04% 165
2019
Q4 		$337K Buy
+919
New +$291K 0.03% 166
2018
Q3 		– Sell
-898
Closed -$267K – 260
2018
Q2 		$267K Sell
898
-27
-3% -$7.91K 0.03% 250
2018
Q1 		$249K Hold
925
– – 0.03% 251
2017
Q4 		$229K Buy
+925
New +$228K 0.03% 295

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's HUM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Humana (HUM) stake by 19% in Q4 2024, selling an estimated $74.3K and leaving 1,195 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #446.

Lake Street Advisors Group first reported a position in HUM in Q4 2017 and has held it in 15 quarters since. The position peaked at $612K in Q4 2023. 877 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Lake Street Advisors Group held 1,195 shares of Humana worth $304K as of Q4 2024.
  • Lake Street Advisors Group sold 277 Humana shares in Q4 2024, an estimated $74.3K.
  • Humana made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #446 holding.
  • Lake Street Advisors Group first reported a position in Humana in Q4 2017 and has held it in 15 quarters since.
  • Lake Street Advisors Group's Humana position peaked at $612K in Q4 2023.
  • 877 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.