SW
HUM icon

SVB Wealth’s Humana HUM Stock Holding History

SVB 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
-903
Closed -$337K – 277
2024
Q2 		$337K Sell
903
-263
-23% -$88.8K 0.01% 530
2024
Q1 		$404K Sell
1,166
-309
-21% -$117K 0.01% 538
2023
Q4 		$675K Buy
1,475
+139
+10% +$68.5K 0.02% 409
2023
Q3 		$650K Sell
1,336
-181
-12% -$85.1K 0.01% 400
2023
Q2 		$678K Sell
1,517
-224
-13% -$113K 0.01% 413
2023
Q1 		$845K Buy
1,741
+74
+4% +$36.6K 0.01% 413
2022
Q4 		$854K Sell
1,667
-121
-7% -$63.6K 0.01% 436
2022
Q3 		$868K Buy
1,788
+800
+81% +$389K 0.01% 393
2022
Q2 		$463K Buy
988
+136
+16% +$60.5K 0.01% 460
2022
Q1 		$371K Buy
852
+110
+15% +$46K 0.01% 525
2021
Q4 		$345K Sell
742
-296
-29% -$131K 0.01% 539
2021
Q3 		$404K Buy
1,038
+266
+34% +$113K 0.01% 672
2021
Q2 		$342K Sell
772
-6
-0.8% -$2.62K ﹤0.01% 704
2021
Q1 		$326K Sell
778
-6
-0.8% -$2.4K ﹤0.01% 656
2020
Q4 		$321K Buy
784
+135
+21% +$56.1K ﹤0.01% 601
2020
Q3 		$269K Buy
649
+110
+20% +$44.2K ﹤0.01% 554
2020
Q2 		$209K Buy
+539
New +$202K ﹤0.01% 533

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 $3.38T AUM 44.17% 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

SVB Wealth's HUM Position: Q3 2024 in Review

SVB Wealth sold out of Humana (HUM) in Q3 2024, closing a stake of 903 shares — an estimated $337K sold.

SVB Wealth first reported a position in HUM in Q2 2020 and held it in 17 quarters. The position peaked at $868K in Q3 2022. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • SVB Wealth reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 903 Humana shares in Q3 2024, an estimated $337K.
  • SVB Wealth first reported a position in Humana in Q2 2020 and held it in 17 quarters.
  • SVB Wealth's Humana position peaked at $868K in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.