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Wetzel Investment Advisors’s Humana HUM Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-2
Closed -$693 – 458
2024
Q2 		$693 Hold
2
– – ﹤0.01% 845
2024
Q1 		$650 Hold
2
– – ﹤0.01% 960
2023
Q4 		$1K Buy
+2
New +$986 ﹤0.01% 942

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 $3.38T AUM 44.17% 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

Wetzel Investment Advisors's HUM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Humana (HUM) in Q3 2024, closing a stake of 2 shares — an estimated $693 sold.

Wetzel Investment Advisors first reported a position in HUM in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 941 funds tracked by Wall St. Rank hold HUM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Humana position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2 Humana shares in Q3 2024, an estimated $693.
  • Wetzel Investment Advisors first reported a position in Humana in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Humana position peaked at $1K in Q4 2023.
  • 941 funds tracked by Wall St. Rank held Humana as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.