Peterson Wealth Services’s Humana HUM Stock Holding History

Peterson Wealth 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 Q4	–	Sell	-35	Closed	-$11.1K	–	225
2024 Q3	$11.1K	Buy	+35	New	+$12.5K	﹤0.01%	184

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peterson Wealth Services's HUM Position: Q4 2024 in Review

Peterson Wealth Services sold out of Humana (HUM) in Q4 2024, closing a stake of 35 shares — an estimated $11.1K sold.

Peterson Wealth Services first reported a position in HUM in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

Peterson Wealth Services reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
Peterson Wealth Services sold 35 Humana shares in Q4 2024, an estimated $11.1K.
Peterson Wealth Services first reported a position in Humana in Q3 2024 and held it in 1 quarter.
Peterson Wealth Services's Humana position peaked at $11.1K in Q3 2024.
878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

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