Westfield Capital Management
HUM icon

Westfield Capital Management’s Humana HUM Stock Holding History

Westfield Capital 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
Q2 		– Sell
-847
Closed -$294K – 262
2024
Q1 		$294K Buy
+847
New +$321K ﹤0.01% 244
2023
Q4 		– Sell
-482
Closed -$235K – 257
2023
Q3 		$235K Buy
+482
New +$227K ﹤0.01% 234
2022
Q4 		– Sell
-219,542
Closed -$107M – 238
2022
Q3 		$107M Buy
219,542
+660
+0.3% +$321K 0.85% 24
2022
Q2 		$102M Buy
218,882
+14,465
+7% +$6.44M 0.81% 30
2022
Q1 		$89M Sell
204,417
-139,569
-41% -$58.4M 0.57% 60
2021
Q4 		$160M Buy
343,986
+14,492
+4% +$6.41M 0.95% 24
2021
Q3 		$128M Buy
329,494
+39,612
+14% +$16.8M 0.77% 34
2021
Q2 		$128M Sell
289,882
-64,896
-18% -$28.4M 0.77% 31
2021
Q1 		$149M Buy
354,778
+27,163
+8% +$10.8M 0.92% 25
2020
Q4 		$134M Sell
327,615
-31,723
-9% -$13.2M 0.8% 35
2020
Q3 		$149M Sell
359,338
-67,849
-16% -$27.3M 0.96% 23
2020
Q2 		$166M Sell
427,187
-31,119
-7% -$11.6M 1.14% 15
2020
Q1 		$144M Buy
+458,306
New +$155M 1.27% 15

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Westfield Capital Management's HUM Position: Q2 2024 in Review

Westfield Capital Management sold out of Humana (HUM) in Q2 2024, closing a stake of 847 shares — an estimated $294K sold.

Westfield Capital Management first reported a position in HUM in Q1 2020 and held it in 13 quarters. The position peaked at $166M in Q2 2020. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Westfield Capital Management reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Westfield Capital Management sold 847 Humana shares in Q2 2024, an estimated $294K.
  • Westfield Capital Management first reported a position in Humana in Q1 2020 and held it in 13 quarters.
  • Westfield Capital Management's Humana position peaked at $166M in Q2 2020.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Westfield Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.