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Legacy Capital Wealth Partners’s Humana HUM Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-1,464
Closed -$719K – 334
2024
Q1 		$719K Buy
+1,464
New +$555K 0.51% 51

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Wellington Management Group
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Dodge & Cox
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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Legacy Capital Wealth Partners's HUM Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Humana (HUM) in Q2 2024, closing a stake of 1,464 shares — an estimated $719K sold.

Legacy Capital Wealth Partners first reported a position in HUM in Q1 2024 and held it in 1 quarter. The position peaked at $719K in Q1 2024. 981 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,464 Humana shares in Q2 2024, an estimated $719K.
  • Legacy Capital Wealth Partners first reported a position in Humana in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Humana position peaked at $719K in Q1 2024.
  • 981 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.