MFS
HUM icon

Monetta Financial Services’s Humana HUM Stock Holding History

Monetta Financial Services’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
Q1 		– Sell
-1,700
Closed -$778K – 54
2023
Q4 		$778K Hold
1,700
– – 0.74% 45
2023
Q3 		$827K Hold
1,700
– – 0.9% 35
2023
Q2 		$760K Buy
+1,700
New +$856K 0.74% 44
2023
Q1 		– Sell
-1,100
Closed -$563K – 62
2022
Q4 		$563K Hold
1,100
– – 0.65% 47
2022
Q3 		$534K Hold
1,100
– – 0.61% 40
2022
Q2 		$515K Buy
+1,100
New +$489K 0.54% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Monetta Financial Services's HUM Position: Q1 2024 in Review

Monetta Financial Services sold out of Humana (HUM) in Q1 2024, closing a stake of 1,700 shares — an estimated $778K sold.

Monetta Financial Services first reported a position in HUM in Q2 2022 and held it in 6 quarters. The position peaked at $827K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Monetta Financial Services reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Monetta Financial Services sold 1,700 Humana shares in Q1 2024, an estimated $778K.
  • Monetta Financial Services first reported a position in Humana in Q2 2022 and held it in 6 quarters.
  • Monetta Financial Services's Humana position peaked at $827K in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Monetta Financial Services's 13F filing for Q1 2024, filed 8 May 2024.