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Planning Capital Management Corporation’s Humana HUM Stock Holding History

Planning Capital Management Corporation’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
-16
Closed -$5.98K – 851
2024
Q2 		$5.98K Hold
16
– – ﹤0.01% 449
2024
Q1 		$5.55K Hold
16
– – ﹤0.01% 470
2023
Q4 		$7.33K Buy
+16
New +$7.89K 0.01% 445

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Planning Capital Management Corporation's HUM Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Humana (HUM) in Q3 2024, closing a stake of 16 shares — an estimated $5.98K sold.

Planning Capital Management Corporation first reported a position in HUM in Q4 2023 and held it in 3 quarters. The position peaked at $7.33K in Q4 2023. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 16 Humana shares in Q3 2024, an estimated $5.98K.
  • Planning Capital Management Corporation first reported a position in Humana in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Humana position peaked at $7.33K in Q4 2023.
  • 940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.