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SYSTM Wealth Solutions’s Humana HUM Stock Holding History

SYSTM Wealth Solutions’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
-760
Closed -$284K – 338
2024
Q2 		$284K Sell
760
-2,207
-74% -$745K 0.06% 175
2024
Q1 		$1.03M Buy
2,967
+501
+20% +$190K 0.13% 193
2023
Q4 		$1.13M Sell
2,466
-113
-4% -$55.7K 0.16% 177
2023
Q3 		$1.25M Buy
2,579
+394
+18% +$185K 0.19% 146
2023
Q2 		$977K Buy
2,185
+51
+2% +$25.7K 0.13% 202
2023
Q1 		$1.04M Sell
2,134
-935
-30% -$462K 0.16% 169
2022
Q4 		$1.57M Buy
+3,069
New +$1.61M 0.2% 146

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SYSTM Wealth Solutions's HUM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Humana (HUM) in Q3 2024, closing a stake of 760 shares — an estimated $284K sold.

SYSTM Wealth Solutions first reported a position in HUM in Q4 2022 and held it in 7 quarters. The position peaked at $1.57M in Q4 2022. 939 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 760 Humana shares in Q3 2024, an estimated $284K.
  • SYSTM Wealth Solutions first reported a position in Humana in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Humana position peaked at $1.57M in Q4 2022.
  • 939 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.