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Wealth Management Associates’s Humana HUM Stock Holding History

Wealth Management Associates’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
-745
Closed -$341K – 210
2023
Q4 		$341K Hold
745
– – 0.18% 125
2023
Q3 		$362K Buy
745
+110
+17% +$51.7K 0.21% 103
2023
Q2 		$284K Buy
635
+70
+12% +$35.2K 0.16% 136
2023
Q1 		$274K Hold
565
– – 0.17% 141
2022
Q4 		$289K Sell
565
-275
-33% -$145K 0.19% 123
2022
Q3 		$408K Buy
+840
New +$409K 0.29% 97

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

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

Wealth Management Associates sold out of Humana (HUM) in Q1 2024, closing a stake of 745 shares — an estimated $341K sold.

Wealth Management Associates first reported a position in HUM in Q3 2022 and held it in 6 quarters. The position peaked at $408K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Wealth Management Associates reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 745 Humana shares in Q1 2024, an estimated $341K.
  • Wealth Management Associates first reported a position in Humana in Q3 2022 and held it in 6 quarters.
  • Wealth Management Associates's Humana position peaked at $408K in Q3 2022.
  • 1,029 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.