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TFO Wealth Partners’s Humana HUM Stock Holding History

TFO Wealth Partners’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
Closed -$347 – 381
2024
Q1 		$347 Hold
1
– – ﹤0.01% 360
2023
Q4 		$458 Sell
1
-3
-75% -$1.48K ﹤0.01% 352
2023
Q3 		$1.79K Buy
4
+3
+300% +$1.41K ﹤0.01% 214
2023
Q2 		$447 Hold
1
– – ﹤0.01% 307
2023
Q1 		$485 Sell
1
-1
-50% -$494 ﹤0.01% 254
2022
Q4 		$469 Buy
+2
New +$1.05K ﹤0.01% 486
2022
Q3 		– Sell
-14
Closed -$7K – 293
2022
Q2 		$7K Buy
+14
New +$6.23K ﹤0.01% 167

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

TFO Wealth Partners's HUM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Humana (HUM) in Q2 2024, closing a stake of 1 share — an estimated $347 sold.

TFO Wealth Partners first reported a position in HUM in Q2 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Humana share in Q2 2024, an estimated $347.
  • TFO Wealth Partners first reported a position in Humana in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Humana position peaked at $7K in Q2 2022.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.