Simplicity Wealth’s Humana HUM Stock Holding History

Simplicity Wealth’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	-1,604	Closed	-$599K	–	805
2024 Q2	$599K	Sell	1,604 -10,720	-87%	-$3.62M	0.01%	685
2024 Q1	$4.27M	Buy	+12,324	New	+$4.67M	0.1%	204

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

Simplicity Wealth's HUM Position: Q3 2024 in Review

Simplicity Wealth sold out of Humana (HUM) in Q3 2024, closing a stake of 1,604 shares — an estimated $599K sold.

Simplicity Wealth first reported a position in HUM in Q1 2024 and held it in 2 quarters. The position peaked at $4.27M in Q1 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Simplicity Wealth reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,604 Humana shares in Q3 2024, an estimated $599K.
Simplicity Wealth first reported a position in Humana in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Humana position peaked at $4.27M in Q1 2024.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.