Meritage Group’s Humana HUM Stock Holding History

Meritage 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
2024 Q3	–	Sell	-598	Closed	-$223K	–	41
2024 Q2	$223K	Sell	598 -262	-30%	-$88.5K	0.01%	53
2024 Q1	$298K	Buy	+860	New	+$326K	0.01%	33

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

Meritage Group's HUM Position: Q3 2024 in Review

Meritage Group sold out of Humana (HUM) in Q3 2024, closing a stake of 598 shares — an estimated $223K sold.

Meritage Group first reported a position in HUM in Q1 2024 and held it in 2 quarters. The position peaked at $298K in Q1 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Meritage Group reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Meritage Group sold 598 Humana shares in Q3 2024, an estimated $223K.
Meritage Group first reported a position in Humana in Q1 2024 and held it in 2 quarters.
Meritage Group's Humana position peaked at $298K in Q1 2024.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.