TFA
HUM icon

Teamwork Financial Advisors’s Humana HUM Stock Holding History

Teamwork Financial Advisors’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
Q2 		– Sell
-1,248
Closed -$433K – 164
2024
Q1 		$433K Sell
1,248
-591
-32% -$224K 0.07% 115
2023
Q4 		$842K Sell
1,839
-984
-35% -$485K 0.14% 75
2023
Q3 		$1.37M Sell
2,823
-9,759
-78% -$4.59M 0.22% 68
2023
Q2 		$5.63M Buy
12,582
+1,631
+15% +$821K 0.91% 27
2023
Q1 		$5.32M Sell
10,951
-1,758
-14% -$869K 0.98% 23
2022
Q4 		$6.51M Buy
+12,709
New +$6.68M 1.31% 16

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Teamwork Financial Advisors's HUM Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Humana (HUM) in Q2 2024, closing a stake of 1,248 shares — an estimated $433K sold.

Teamwork Financial Advisors first reported a position in HUM in Q4 2022 and held it in 6 quarters. The position peaked at $6.51M in Q4 2022. 979 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,248 Humana shares in Q2 2024, an estimated $433K.
  • Teamwork Financial Advisors first reported a position in Humana in Q4 2022 and held it in 6 quarters.
  • Teamwork Financial Advisors's Humana position peaked at $6.51M in Q4 2022.
  • 979 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.