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Tradition Wealth Management’s Humana HUM Stock Holding History

Tradition Wealth Management’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
-34
Closed -$16K – 751
2023
Q4 		$16K Hold
34
– – ﹤0.01% 896
2023
Q3 		$17K Sell
34
-3
-8% -$1.41K ﹤0.01% 882
2023
Q2 		$17K Buy
37
+1
+3% +$503 ﹤0.01% 911
2023
Q1 		$17K Buy
36
+27
+300% +$13.3K ﹤0.01% 867
2022
Q4 		$5K Buy
9
+1
+13% +$526 ﹤0.01% 1043
2022
Q3 		$4K Buy
8
+1
+14% +$486 ﹤0.01% 1109
2022
Q2 		$3K Hold
7
– – ﹤0.01% 1045
2022
Q1 		$3K Hold
7
– – ﹤0.01% 1107
2021
Q4 		$3K Hold
7
– – ﹤0.01% 1133
2021
Q3 		$3K Hold
7
– – ﹤0.01% 1121
2021
Q2 		$3K Buy
+7
New +$3.06K ﹤0.01% 1135
2021
Q1 		– Sell
-7
Closed -$3K – 897
2020
Q4 		$3K Buy
+7
New +$2.91K ﹤0.01% 898

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

Tradition Wealth Management's HUM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Humana (HUM) in Q1 2024, closing a stake of 34 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in HUM in Q4 2020 and held it in 12 quarters. The position peaked at $17K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Tradition Wealth Management reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 34 Humana shares in Q1 2024, an estimated $16K.
  • Tradition Wealth Management first reported a position in Humana in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Humana position peaked at $17K in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.