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WESPAC Advisors’s Humana HUM Stock Holding History

WESPAC Advisors’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
-470
Closed -$215K – 175
2023
Q4 		$215K Hold
470
– – 0.15% 139
2023
Q3 		$229K Buy
+470
New +$221K 0.17% 127
2021
Q1 		– Sell
-1,774
Closed -$728K – 170
2020
Q4 		$728K Buy
1,774
+84
+5% +$34.9K 0.56% 67
2020
Q3 		$699K Sell
1,690
-2,028
-55% -$816K 0.87% 49
2020
Q2 		$1.44M Buy
+3,718
New +$1.39M 1.64% 22
2018
Q4 		– Sell
-2,204
Closed -$746K – 132
2018
Q3 		$746K Buy
+2,204
New +$716K 0.44% 73
2016
Q3 		– Sell
-7,013
Closed -$1.26M – 109
2016
Q2 		$1.26M Buy
7,013
+615
+10% +$109K 1.3% 28
2016
Q1 		$1.17M Buy
+6,398
New +$1.11M 1.46% 27

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

WESPAC Advisors's HUM Position: Q1 2024 in Review

WESPAC Advisors sold out of Humana (HUM) in Q1 2024, closing a stake of 470 shares — an estimated $215K sold.

WESPAC Advisors first reported a position in HUM in Q1 2016 and held it in 8 quarters. The position peaked at $1.44M in Q2 2020. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • WESPAC Advisors reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • WESPAC Advisors sold 470 Humana shares in Q1 2024, an estimated $215K.
  • WESPAC Advisors first reported a position in Humana in Q1 2016 and held it in 8 quarters.
  • WESPAC Advisors's Humana position peaked at $1.44M in Q2 2020.
  • 1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on WESPAC Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.