Lee Financial’s Humana HUM Stock Holding History

Lee Financial’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	-33	Closed	-$15.1K	–	464
2023 Q4	$15.1K	Buy	33 +5	+18%	+$2.46K	﹤0.01%	361
2023 Q3	$13.6K	Buy	28 +10	+56%	+$4.7K	﹤0.01%	360
2023 Q2	$8.06K	Hold	18	–	–	﹤0.01%	443
2023 Q1	$8.76K	Sell	18 -17	-49%	-$8.4K	﹤0.01%	443
2022 Q4	$17.9K	Buy	35 +20	+133%	+$10.5K	﹤0.01%	361
2022 Q3	$7K	Hold	15	–	–	﹤0.01%	494
2022 Q2	$7K	Buy	15 +11	+275%	+$4.89K	﹤0.01%	502
2022 Q1	$2K	Sell	4 -21	-84%	-$8.79K	﹤0.01%	650
2021 Q4	$12K	Buy	+25	New	+$11.1K	﹤0.01%	464
2020 Q2	–	Sell	-11	Closed	-$3K	–	530
2020 Q1	$3K	Hold	11	–	–	﹤0.01%	411
2019 Q4	$4K	Hold	11	–	–	﹤0.01%	428
2019 Q3	$3K	Hold	11	–	–	﹤0.01%	451
2019 Q2	$3K	Hold	11	–	–	﹤0.01%	459
2019 Q1	$3K	Hold	11	–	–	﹤0.01%	449
2018 Q4	$3K	Hold	11	–	–	﹤0.01%	392
2018 Q3	$4K	Hold	11	–	–	﹤0.01%	418
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	688
2018 Q1	$3K	Hold	11	–	–	﹤0.01%	669
2017 Q4	$3K	Hold	11	–	–	﹤0.01%	442
2017 Q3	$3K	Hold	11	–	–	﹤0.01%	438
2017 Q2	$3K	Buy	+11	New	+$2.49K	﹤0.01%	439

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Lee Financial's HUM Position: Q1 2024 in Review

Lee Financial sold out of Humana (HUM) in Q1 2024, closing a stake of 33 shares — an estimated $15.1K sold.

Lee Financial first reported a position in HUM in Q2 2017 and held it in 21 quarters. The position peaked at $17.9K in Q4 2022. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Lee Financial reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 33 Humana shares in Q1 2024, an estimated $15.1K.
Lee Financial first reported a position in Humana in Q2 2017 and held it in 21 quarters.
Lee Financial's Humana position peaked at $17.9K in Q4 2022.
1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.