LM Advisors’s Humana HUM Stock Holding History

LM Advisors’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	–	Sell	-3,400	Closed	-$1.08M	–	194
2024 Q3	$1.08M	Hold	3,400	–	–	0.22%	73
2024 Q2	$1.27M	Buy	+3,400	New	+$1.15M	0.22%	70
2024 Q1	–	Sell	-446	Closed	-$169K	–	42
2023 Q4	$204K	Buy	+446	New	+$220K	0.04%	194

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LM Advisors's HUM Position: Q4 2024 in Review

LM Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 3,400 shares — an estimated $1.08M sold.

LM Advisors first reported a position in HUM in Q4 2023 and held it in 3 quarters. The position peaked at $1.27M in Q2 2024. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

LM Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
LM Advisors sold 3,400 Humana shares in Q4 2024, an estimated $1.08M.
LM Advisors first reported a position in Humana in Q4 2023 and held it in 3 quarters.
LM Advisors's Humana position peaked at $1.27M in Q2 2024.
878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.