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VisionPoint Advisory Group’s Humana HUM Stock Holding History

VisionPoint Advisory Group’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
-27
Closed -$10.1K – 479
2024
Q2 		$10.1K Sell
27
-1,321
-98% -$446K ﹤0.01% 494
2024
Q1 		$467K Buy
+1,348
New +$511K 0.17% 122

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VisionPoint Advisory Group's HUM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Humana (HUM) in Q3 2024, closing a stake of 27 shares — an estimated $10.1K sold.

VisionPoint Advisory Group first reported a position in HUM in Q1 2024 and held it in 2 quarters. The position peaked at $467K in Q1 2024. 940 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 Humana shares in Q3 2024, an estimated $10.1K.
  • VisionPoint Advisory Group first reported a position in Humana in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Humana position peaked at $467K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.