Symphony Financial Services’s Humana HUM Stock Holding History

Symphony Financial Services’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	-305	Closed	-$339K	–	87
2024 Q2	$339K	Buy	+305	New	+$103K	0.29%	56

Other funds holding HUM

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Symphony Financial Services's HUM Position: Q3 2024 in Review

Symphony Financial Services sold out of Humana (HUM) in Q3 2024, closing a stake of 305 shares — an estimated $339K sold.

Symphony Financial Services first reported a position in HUM in Q2 2024 and held it in 1 quarter. The position peaked at $339K in Q2 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

Symphony Financial Services reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
Symphony Financial Services sold 305 Humana shares in Q3 2024, an estimated $339K.
Symphony Financial Services first reported a position in Humana in Q2 2024 and held it in 1 quarter.
Symphony Financial Services's Humana position peaked at $339K in Q2 2024.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Symphony Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.