LVW Advisors’s Humana HUM Stock Holding History

LVW 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 Q3	–	Sell	-875	Closed	-$327K	–	312
2024 Q2	$327K	Sell	875 -248	-22%	-$83.7K	0.05%	221
2024 Q1	$389K	Sell	1,123 -576	-34%	-$218K	0.07%	197
2023 Q4	$778K	Buy	1,699 +613	+56%	+$302K	0.15%	106
2023 Q3	$528K	Buy	+1,086	New	+$510K	0.11%	126

Other funds holding HUM

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

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

LVW Advisors's HUM Position: Q3 2024 in Review

LVW Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 875 shares — an estimated $327K sold.

LVW Advisors first reported a position in HUM in Q3 2023 and held it in 4 quarters. The position peaked at $778K in Q4 2023. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

LVW Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
LVW Advisors sold 875 Humana shares in Q3 2024, an estimated $327K.
LVW Advisors first reported a position in Humana in Q3 2023 and held it in 4 quarters.
LVW Advisors's Humana position peaked at $778K in Q4 2023.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on LVW Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.