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Wintrust Investments’s Humana HUM Stock Holding History

Wintrust Investments’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
Q4 		$75K Sell
220
-461
-68% -$124K 0.07% 198
2024
Q3 		$222K Sell
681
-5,953
-90% -$2.12M 0.16% 118
2024
Q2 		$2.44M Buy
6,634
+275
+4% +$92.8K 0.2% 97
2024
Q1 		$2.21M Buy
6,359
+1,766
+38% +$669K 0.19% 109
2023
Q4 		$2.1M Buy
4,593
+1,185
+35% +$584K 0.2% 100
2023
Q3 		$1.66M Sell
3,408
-140
-4% -$65.8K 0.17% 122
2023
Q2 		$1.59M Sell
3,548
-590
-14% -$297K 0.16% 124
2023
Q1 		$2.01M Sell
4,138
-2,199
-35% -$1.09M 0.26% 74
2022
Q4 		$2.92M Sell
6,337
-890
-12% -$468K 0.38% 51
2022
Q3 		$3.23M Buy
7,227
+3,325
+85% +$1.62M 0.4% 47
2022
Q2 		$1.83M Sell
3,902
-6,670
-63% -$2.97M 0.22% 86
2022
Q1 		$4.31M Buy
10,572
+2,205
+26% +$922K 0.42% 42
2021
Q4 		$3.43M Buy
8,367
+867
+12% +$384K 0.33% 49
2021
Q3 		$2.98M Buy
7,500
+1,038
+16% +$441K 0.4% 46
2021
Q2 		$2.61M Buy
6,462
+301
+5% +$132K 0.27% 74
2021
Q1 		$2.46M Buy
6,161
+4,550
+282% +$1.82M 0.25% 84
2020
Q4 		$641K Buy
+1,611
New +$670K 0.18% 92
2020
Q1 		– Sell
-900
Closed -$245K – 345
2019
Q4 		$245K Sell
900
-1,500
-63% -$476K 0.03% 308
2019
Q3 		$668K Buy
+2,400
New +$673K 0.1% 163
2019
Q2 		– Sell
-811
Closed -$216K – 370
2019
Q1 		$216K Sell
811
-553
-41% -$159K 0.04% 324
2018
Q4 		$391K Sell
1,364
-1,211
-47% -$384K 0.07% 220
2018
Q3 		$872K Sell
2,575
-2,995
-54% -$973K 0.14% 133
2018
Q2 		$1.66M Sell
5,570
-17,630
-76% -$5.16M 0.29% 66
2018
Q1 		$6.48M Buy
23,200
+21,375
+1,171% +$5.79M 1.64% 9
2017
Q4 		$453K Buy
+1,825
New +$451K 0.11% 177

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wintrust Investments's HUM Position: Q4 2024 in Review

Wintrust Investments reduced its Humana (HUM) stake by 68% in Q4 2024, selling an estimated $124K and leaving 220 shares worth $75K. The position accounts for 0.07% of the portfolio, ranked #198.

Wintrust Investments first reported a position in HUM in Q4 2017 and has held it in 25 quarters since. The position peaked at $6.48M in Q1 2018. 878 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Wintrust Investments held 220 shares of Humana worth $75K as of Q4 2024.
  • Wintrust Investments sold 461 Humana shares in Q4 2024, an estimated $124K.
  • Humana made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #198 holding.
  • Wintrust Investments first reported a position in Humana in Q4 2017 and has held it in 25 quarters since.
  • Wintrust Investments's Humana position peaked at $6.48M in Q1 2018.
  • 878 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.