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PDS Planning’s Humana HUM Stock Holding History

PDS Planning’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
-758
Closed -$240K – 454
2024
Q3 		$240K Buy
758
+2
+0.3% +$712 0.02% 365
2024
Q2 		$282K Buy
+756
New +$255K 0.03% 270
2024
Q1 		– Sell
-586
Closed -$268K – 399
2023
Q4 		$268K Sell
586
-23
-4% -$11.3K 0.03% 255
2023
Q3 		$296K Buy
609
+24
+4% +$11.3K 0.04% 218
2023
Q2 		$262K Buy
585
+95
+19% +$47.8K 0.03% 241
2023
Q1 		$238K Buy
+490
New +$242K 0.03% 240

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PDS Planning's HUM Position: Q4 2024 in Review

PDS Planning sold out of Humana (HUM) in Q4 2024, closing a stake of 758 shares — an estimated $240K sold.

PDS Planning first reported a position in HUM in Q1 2023 and held it in 6 quarters. The position peaked at $296K in Q3 2023. 876 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • PDS Planning reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • PDS Planning sold 758 Humana shares in Q4 2024, an estimated $240K.
  • PDS Planning first reported a position in Humana in Q1 2023 and held it in 6 quarters.
  • PDS Planning's Humana position peaked at $296K in Q3 2023.
  • 876 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on PDS Planning's 13F filing for Q4 2024, filed 10 Feb 2025.