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Wright Investors Service’s Humana HUM Stock Holding History

Wright Investors Service’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
-611
Closed -$212K – 150
2024
Q1 		$212K Sell
611
-467
-43% -$177K 0.05% 141
2023
Q4 		$494K Buy
+1,078
New +$531K 0.14% 121
2022
Q1 		– Sell
-2,277
Closed -$1.06M – 157
2021
Q4 		$1.06M Sell
2,277
-8
-0.4% -$3.54K 0.27% 92
2021
Q3 		$890K Sell
2,285
-2,506
-52% -$1.06M 0.25% 94
2021
Q2 		$2.12M Buy
4,791
+34
+0.7% +$14.9K 0.58% 57
2021
Q1 		$1.99M Buy
4,757
+1,427
+43% +$570K 0.6% 56
2020
Q4 		$1.37M Buy
3,330
+936
+39% +$389K 0.47% 65
2020
Q3 		$991K Sell
2,394
-21
-0.9% -$8.45K 0.35% 77
2020
Q2 		$937K Buy
2,415
+1,501
+164% +$562K 0.36% 76
2020
Q1 		$287K Buy
+914
New +$308K 0.12% 121
2019
Q4 		– Sell
-2,692
Closed -$688K – 150
2019
Q3 		$688K Buy
+2,692
New +$755K 0.25% 96
2016
Q1 		– Sell
-2,315
Closed -$413K – 233
2015
Q4 		$413K Buy
2,315
+1,040
+82% +$183K 0.15% 200
2015
Q3 		$228K Hold
1,275
– – 0.1% 207
2015
Q2 		$244K Sell
1,275
-1,760
-58% -$327K 0.12% 188
2015
Q1 		$540K Sell
3,035
-2,700
-47% -$427K 0.26% 124
2014
Q4 		$824K Buy
+5,735
New +$784K 0.4% 80
2014
Q3 		– Sell
-4,306
Closed -$550K – 207
2014
Q2 		$550K Sell
4,306
-3,119
-42% -$369K 0.25% 128
2014
Q1 		$837K Buy
+7,425
New +$773K 0.38% 87
2013
Q3 		– Sell
-4,315
Closed -$364K – 218
2013
Q2 		$364K Buy
+4,315
New +$341K 0.17% 162

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

Wright Investors Service's HUM Position: Q2 2024 in Review

Wright Investors Service sold out of Humana (HUM) in Q2 2024, closing a stake of 611 shares — an estimated $212K sold.

Wright Investors Service first reported a position in HUM in Q2 2013 and held it in 19 quarters. The position peaked at $2.12M in Q2 2021. 980 funds tracked by Wall St. Rank hold HUM as of Q2 2024.

  • Wright Investors Service reported no remaining Humana position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 611 Humana shares in Q2 2024, an estimated $212K.
  • Wright Investors Service first reported a position in Humana in Q2 2013 and held it in 19 quarters.
  • Wright Investors Service's Humana position peaked at $2.12M in Q2 2021.
  • 980 funds tracked by Wall St. Rank held Humana as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.