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Pacific Capital Wealth Advisors’s Humana HUM Stock Holding History

Pacific Capital 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
-3
Closed -$950 – 440
2024
Q3 		$950 Buy
+3
New +$1.07K ﹤0.01% 427
2024
Q2 		– Sell
-17
Closed -$5.89K – 611
2024
Q1 		$5.89K Buy
+17
New +$6.44K ﹤0.01% 290

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 $3.38T AUM 44.17% 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

Pacific Capital Wealth Advisors's HUM Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 3 shares — an estimated $950 sold.

Pacific Capital Wealth Advisors first reported a position in HUM in Q1 2024 and held it in 2 quarters. The position peaked at $5.89K in Q1 2024. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 3 Humana shares in Q4 2024, an estimated $950.
  • Pacific Capital Wealth Advisors first reported a position in Humana in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Humana position peaked at $5.89K in Q1 2024.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.