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Premier Path Wealth Partners’s Humana HUM Stock Holding History

Premier Path Wealth Partners’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
-545
Closed -$204K – 375
2024
Q2 		$204K Buy
+545
New +$184K 0.03% 356
2024
Q1 		– Sell
-664
Closed -$304K – 350
2023
Q4 		$304K Buy
+664
New +$327K 0.07% 257

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Premier Path Wealth Partners's HUM Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of Humana (HUM) in Q3 2024, closing a stake of 545 shares — an estimated $204K sold.

Premier Path Wealth Partners first reported a position in HUM in Q4 2023 and held it in 2 quarters. The position peaked at $304K in Q4 2023. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 545 Humana shares in Q3 2024, an estimated $204K.
  • Premier Path Wealth Partners first reported a position in Humana in Q4 2023 and held it in 2 quarters.
  • Premier Path Wealth Partners's Humana position peaked at $304K in Q4 2023.
  • 941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

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