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Luts & Greenleigh Group’s Humana HUM Stock Holding History

Luts & Greenleigh 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
2023
Q4 		– Sell
-415
Closed -$202K – 64
2023
Q3 		$202K Buy
+415
New +$195K 0.25% 59
2023
Q1 		– Sell
-409
Closed -$209K – 65
2022
Q4 		$209K Buy
+409
New +$215K 0.27% 59

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Luts & Greenleigh Group's HUM Position: Q4 2023 in Review

Luts & Greenleigh Group sold out of Humana (HUM) in Q4 2023, closing a stake of 415 shares — an estimated $202K sold.

Luts & Greenleigh Group first reported a position in HUM in Q4 2022 and held it in 2 quarters. The position peaked at $209K in Q4 2022. 1,152 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

  • Luts & Greenleigh Group reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
  • Luts & Greenleigh Group sold 415 Humana shares in Q4 2023, an estimated $202K.
  • Luts & Greenleigh Group first reported a position in Humana in Q4 2022 and held it in 2 quarters.
  • Luts & Greenleigh Group's Humana position peaked at $209K in Q4 2022.
  • 1,152 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on Luts & Greenleigh Group's 13F filing for Q4 2023, filed 29 Jan 2024.