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Systematic Alpha Investments’s Humana HUM Stock Holding History

Systematic Alpha Investments’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
Q1 		– Sell
-380
Closed -$174K – 243
2023
Q4 		$174K Hold
380
– – 0.01% 222
2023
Q3 		$185K Buy
+380
New +$179K 0.01% 210
2021
Q4 		– Sell
-388
Closed -$180K – 340
2021
Q3 		$180K Hold
388
– – 0.01% 239
2021
Q2 		$161K Sell
388
-645
-62% -$282K 0.01% 188
2021
Q1 		$433K Hold
1,033
– – 0.03% 121
2020
Q4 		$424K Buy
+1,033
New +$429K 0.05% 95

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Systematic Alpha Investments's HUM Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Humana (HUM) in Q1 2024, closing a stake of 380 shares — an estimated $174K sold.

Systematic Alpha Investments first reported a position in HUM in Q4 2020 and held it in 6 quarters. The position peaked at $433K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 380 Humana shares in Q1 2024, an estimated $174K.
  • Systematic Alpha Investments first reported a position in Humana in Q4 2020 and held it in 6 quarters.
  • Systematic Alpha Investments's Humana position peaked at $433K in Q1 2021.
  • 1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.