Simon Quick Advisors’s Humana HUM Stock Holding History

Simon Quick 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	-674	Closed	-$252K	–	446
2024 Q2	$252K	Buy	+674	New	+$228K	0.02%	315
2020 Q1	–	Sell	-23	Closed	-$8K	–	585
2019 Q4	$8K	Buy	+23	New	+$7.29K	﹤0.01%	424

Other funds holding HUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Simon Quick Advisors's HUM Position: Q3 2024 in Review

Simon Quick Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 674 shares — an estimated $252K sold.

Simon Quick Advisors first reported a position in HUM in Q4 2019 and held it in 2 quarters. The position peaked at $252K in Q2 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Simon Quick Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Simon Quick Advisors sold 674 Humana shares in Q3 2024, an estimated $252K.
Simon Quick Advisors first reported a position in Humana in Q4 2019 and held it in 2 quarters.
Simon Quick Advisors's Humana position peaked at $252K in Q2 2024.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Simon Quick Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.