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MFA Wealth Advisors’s Humana HUM Stock Holding History

MFA Wealth 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
-486
Closed -$154K – 207
2024
Q3 		$154K Sell
486
-2
-0.4% -$712 0.03% 106
2024
Q2 		$182K Sell
488
-477
-49% -$161K 0.04% 104
2024
Q1 		$335K Buy
965
+125
+15% +$47.4K 0.09% 71
2023
Q4 		$385K Sell
840
-45
-5% -$22.2K 0.11% 74
2023
Q3 		$431K Buy
885
+64
+8% +$30.1K 0.13% 65
2023
Q2 		$367K Buy
821
+66
+9% +$33.2K 0.12% 62
2023
Q1 		$367K Buy
+755
New +$373K 0.12% 61

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MFA Wealth Advisors's HUM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 486 shares — an estimated $154K sold.

MFA Wealth Advisors first reported a position in HUM in Q1 2023 and held it in 7 quarters. The position peaked at $431K in Q3 2023. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 486 Humana shares in Q4 2024, an estimated $154K.
  • MFA Wealth Advisors first reported a position in Humana in Q1 2023 and held it in 7 quarters.
  • MFA Wealth Advisors's Humana position peaked at $431K in Q3 2023.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.