Quotient Wealth Partners’s Humana HUM Stock Holding History

Quotient 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 Q1	–	Sell	-938	Closed	-$429K	–	300
2023 Q4	$429K	Buy	+938	New	+$462K	0.02%	187

Other funds holding HUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Quotient Wealth Partners's HUM Position: Q1 2024 in Review

Quotient Wealth Partners sold out of Humana (HUM) in Q1 2024, closing a stake of 938 shares — an estimated $429K sold.

Quotient Wealth Partners first reported a position in HUM in Q4 2023 and held it in 1 quarter. The position peaked at $429K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Quotient Wealth Partners reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
Quotient Wealth Partners sold 938 Humana shares in Q1 2024, an estimated $429K.
Quotient Wealth Partners first reported a position in Humana in Q4 2023 and held it in 1 quarter.
Quotient Wealth Partners's Humana position peaked at $429K in Q4 2023.
1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.