Sage Mountain Advisors’s Humana HUM Stock Holding History

Sage Mountain 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 Q4	–	Sell	-1,043	Closed	-$330K	–	495
2024 Q3	$330K	Buy	1,043 +378	+57%	+$135K	0.03%	268
2024 Q2	$249K	Buy	+665	New	+$225K	0.02%	302

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 $3.38T AUM 44.17% 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

Sage Mountain Advisors's HUM Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Humana (HUM) in Q4 2024, closing a stake of 1,043 shares — an estimated $330K sold.

Sage Mountain Advisors first reported a position in HUM in Q2 2024 and held it in 2 quarters. The position peaked at $330K in Q3 2024. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

Sage Mountain Advisors reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 1,043 Humana shares in Q4 2024, an estimated $330K.
Sage Mountain Advisors first reported a position in Humana in Q2 2024 and held it in 2 quarters.
Sage Mountain Advisors's Humana position peaked at $330K in Q3 2024.
879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.