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Prudent Man Advisors’s Humana HUM Stock Holding History

Prudent Man 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
Q3 		– Sell
-1,156
Closed -$432K – 187
2024
Q2 		$432K Buy
1,156
+42
+4% +$14.2K 0.15% 122
2024
Q1 		$386K Sell
1,114
-48
-4% -$18.2K 0.14% 126
2023
Q4 		$532K Sell
1,162
-22
-2% -$10.8K 0.2% 114
2023
Q3 		$576K Sell
1,184
-35
-3% -$16.4K 0.23% 103
2023
Q2 		$545K Sell
1,219
-17
-1% -$8.56K 0.2% 107
2023
Q1 		$600K Sell
1,236
-3
-0.2% -$1.48K 0.23% 100
2022
Q4 		$635K Sell
1,239
-22
-2% -$11.6K 0.26% 99
2022
Q3 		$612K Sell
1,261
-1
-0.1% -$486 0.29% 76
2022
Q2 		$591K Sell
1,262
-11
-0.9% -$4.89K 0.28% 77
2022
Q1 		$554K Buy
1,273
+198
+18% +$82.8K 0.22% 92
2021
Q4 		$499K Buy
1,075
+2
+0.2% +$885 0.19% 100
2021
Q3 		$418K Sell
1,073
-11
-1% -$4.67K 0.16% 114
2021
Q2 		$480K Buy
1,084
+44
+4% +$19.2K 0.19% 103
2021
Q1 		$436K Buy
1,040
+48
+5% +$19.2K 0.18% 99
2020
Q4 		$407K Buy
992
+123
+14% +$51.1K 0.17% 103
2020
Q3 		$360K Buy
869
+37
+4% +$14.9K 0.19% 96
2020
Q2 		$323K Buy
+832
New +$311K 0.29% 92

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 $3.37T AUM 44.26% 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

Prudent Man Advisors's HUM Position: Q3 2024 in Review

Prudent Man Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 1,156 shares — an estimated $432K sold.

Prudent Man Advisors first reported a position in HUM in Q2 2020 and held it in 17 quarters. The position peaked at $635K in Q4 2022. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Prudent Man Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 1,156 Humana shares in Q3 2024, an estimated $432K.
  • Prudent Man Advisors first reported a position in Humana in Q2 2020 and held it in 17 quarters.
  • Prudent Man Advisors's Humana position peaked at $635K in Q4 2022.
  • 940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Prudent Man Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.