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Walker Financial Services’s Humana HUM Stock Holding History

Walker Financial Services’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
-795
Closed -$364K – 29
2023
Q4 		$364K Buy
795
+30
+4% +$14.8K 0.38% 17
2023
Q3 		$372K Hold
765
– – 0.36% 18
2023
Q2 		$342K Buy
765
+1
+0.1% +$503 0.34% 20
2023
Q1 		$371K Hold
764
– – 0.38% 19
2022
Q4 		$371K Buy
764
+163
+27% +$85.7K 0.38% 19
2022
Q3 		$292K Hold
601
– – 0.27% 19
2022
Q2 		$281K Buy
+601
New +$267K 0.27% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Walker Financial Services's HUM Position: Q1 2024 in Review

Walker Financial Services sold out of Humana (HUM) in Q1 2024, closing a stake of 795 shares — an estimated $364K sold.

Walker Financial Services first reported a position in HUM in Q2 2022 and held it in 7 quarters. The position peaked at $372K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Walker Financial Services reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Walker Financial Services sold 795 Humana shares in Q1 2024, an estimated $364K.
  • Walker Financial Services first reported a position in Humana in Q2 2022 and held it in 7 quarters.
  • Walker Financial Services's Humana position peaked at $372K in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Walker Financial Services's 13F filing for Q1 2024, filed 11 Apr 2024.