The Family Firm’s Humana HUM Stock Holding History

The Family Firm’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	-99	Closed	-$37K	–	491
2024 Q2	$37K	Buy	+99	New	+$33.4K	0.01%	464

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

The Family Firm's HUM Position: Q3 2024 in Review

The Family Firm sold out of Humana (HUM) in Q3 2024, closing a stake of 99 shares — an estimated $37K sold.

The Family Firm first reported a position in HUM in Q2 2024 and held it in 1 quarter. The position peaked at $37K in Q2 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

The Family Firm reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 99 Humana shares in Q3 2024, an estimated $37K.
The Family Firm first reported a position in Humana in Q2 2024 and held it in 1 quarter.
The Family Firm's Humana position peaked at $37K in Q2 2024.
940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.