Oxinas Partners Wealth Management’s Humana HUM Stock Holding History

Oxinas Partners Wealth Management’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	-898	Closed	-$336K	–	121
2024 Q2	$336K	Buy	898 +3	+0.3%	+$1.01K	0.22%	91
2024 Q1	$310K	Buy	895 +2	+0.2%	+$758	0.2%	91
2023 Q4	$409K	Sell	893 -14	-2%	-$6.9K	0.29%	71
2023 Q3	$441K	Sell	907 -4	-0.4%	-$1.88K	0.33%	61
2023 Q2	$407K	Buy	911 +1	+0.1%	+$503	0.27%	76
2023 Q1	$442K	Sell	910 -49	-5%	-$24.2K	0.32%	65
2022 Q4	$491K	Sell	959 -180	-16%	-$94.6K	0.41%	55
2022 Q3	$553K	Hold	1,139	–	–	0.46%	52
2022 Q2	$533K	Sell	1,139 -38	-3%	-$16.9K	0.4%	52
2022 Q1	$512K	Buy	1,177 +38	+3%	+$15.9K	0.32%	65
2021 Q4	$528K	Buy	1,139 +1	+0.1%	+$443	0.3%	85
2021 Q3	$443K	Sell	1,138 -17	-1%	-$7.22K	0.26%	88
2021 Q2	$512K	Hold	1,155	–	–	0.29%	85
2021 Q1	$484K	Sell	1,155 -12	-1%	-$4.79K	0.31%	84
2020 Q4	$479K	Buy	+1,167	New	+$485K	0.36%	73

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 $3.38T AUM 44.17% 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

Oxinas Partners Wealth Management's HUM Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of Humana (HUM) in Q3 2024, closing a stake of 898 shares — an estimated $336K sold.

Oxinas Partners Wealth Management first reported a position in HUM in Q4 2020 and held it in 15 quarters. The position peaked at $553K in Q3 2022. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 898 Humana shares in Q3 2024, an estimated $336K.
Oxinas Partners Wealth Management first reported a position in Humana in Q4 2020 and held it in 15 quarters.
Oxinas Partners Wealth Management's Humana position peaked at $553K in Q3 2022.
941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.