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WR Wealth Planners’s Humana HUM Stock Holding History

WR Wealth Planners’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 		$4.06K Buy
16
+11
+220% +$2.95K ﹤0.01% 736
2024
Q3 		$1.58K Hold
5
– – ﹤0.01% 930
2024
Q2 		$1.87K Sell
5
-6
-55% -$2.03K ﹤0.01% 902
2024
Q1 		$3.81K Buy
+11
New +$4.17K ﹤0.01% 772

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's HUM Position: Q4 2024 in Review

WR Wealth Planners increased its Humana (HUM) stake by 220% in Q4 2024, buying an estimated $2.95K and bringing the position to 16 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

WR Wealth Planners first reported a position in HUM in Q1 2024 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • WR Wealth Planners held 16 shares of Humana worth $4.06K as of Q4 2024.
  • WR Wealth Planners bought 11 Humana shares in Q4 2024, an estimated $2.95K.
  • Humana made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #736 holding.
  • WR Wealth Planners first reported a position in Humana in Q1 2024 and has held it in 4 quarters since.
  • 877 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.