Wilbanks Smith & Thomas Asset Management’s Humana HUM Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$308K	Sell	887 -6	-0.7%	-$2.27K	0.01%	433
2023 Q4	$409K	Sell	893 -169	-16%	-$83.3K	0.01%	366
2023 Q3	$517K	Buy	1,062 +484	+84%	+$227K	0.02%	307
2023 Q2	$258K	Sell	578 -184	-24%	-$92.6K	0.01%	449
2023 Q1	$370K	Hold	762	–	–	0.01%	365
2022 Q4	$390K	Buy	762 +200	+36%	+$105K	0.01%	348
2022 Q3	$273K	Buy	+562	New	+$273K	0.01%	383
2018 Q4	–	Sell	-123	Closed	-$42K	–	778
2018 Q3	$42K	Buy	+123	New	+$40K	﹤0.01%	720

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's HUM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Humana (HUM) stake by 0.67% in Q1 2024, selling an estimated $2.27K and leaving 887 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #433.

Wilbanks Smith & Thomas Asset Management first reported a position in HUM in Q3 2018 and has held it in 8 quarters since. The position peaked at $517K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 887 shares of Humana worth $308K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 6 Humana shares in Q1 2024, an estimated $2.27K.
Humana made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #433 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Humana in Q3 2018 and has held it in 8 quarters since.
Wilbanks Smith & Thomas Asset Management's Humana position peaked at $517K in Q3 2023.
1,030 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.