ZIM
HUM icon

Zacks Investment Management’s Humana HUM Stock Holding History

Zacks Investment 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
Q4 		– Sell
-735
Closed -$233K – 722
2024
Q3 		$233K Sell
735
-75
-9% -$26.7K ﹤0.01% 612
2024
Q2 		$303K Buy
810
+22
+3% +$7.43K ﹤0.01% 506
2024
Q1 		$273K Sell
788
-1
-0.1% -$379 ﹤0.01% 558
2023
Q4 		$361K Sell
789
-40
-5% -$19.7K ﹤0.01% 499
2023
Q3 		$403K Sell
829
-14
-2% -$6.58K 0.01% 476
2023
Q2 		$377K Sell
843
-61
-7% -$30.7K ﹤0.01% 497
2023
Q1 		$439K Sell
904
-15,281
-94% -$7.55M 0.01% 469
2022
Q4 		$8.29M Buy
16,185
+751
+5% +$395K 0.12% 148
2022
Q3 		$7.49M Buy
15,434
+14,663
+1,902% +$7.13M 0.12% 141
2022
Q2 		$361K Buy
771
+3
+0.4% +$1.33K 0.01% 462
2022
Q1 		$334K Sell
768
-39
-5% -$16.3K ﹤0.01% 501
2021
Q4 		$374K Sell
807
-19
-2% -$8.41K 0.01% 505
2021
Q3 		$321K Buy
826
+11
+1% +$4.67K 0.01% 506
2021
Q2 		$361K Buy
+815
New +$356K 0.01% 490
2020
Q4 		– Sell
-7,052
Closed -$2.92M – 549
2020
Q3 		$2.92M Buy
7,052
+1,939
+38% +$780K 0.06% 184
2020
Q2 		$1.98M Buy
+5,113
New +$1.91M 0.04% 201
2016
Q4 		– Sell
-1,997
Closed -$353K – 675
2016
Q3 		$353K Buy
+1,997
New +$347K 0.01% 482
2015
Q2 		– Sell
-2,657
Closed -$473K – 666
2015
Q1 		$473K Buy
+2,657
New +$421K 0.02% 436
2013
Q4 		– Sell
-3,267
Closed -$305K – 701
2013
Q3 		$305K Buy
+3,267
New +$300K 0.01% 513

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 $3.38T AUM 44.17% 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

Zacks Investment Management's HUM Position: Q4 2024 in Review

Zacks Investment Management sold out of Humana (HUM) in Q4 2024, closing a stake of 735 shares — an estimated $233K sold.

Zacks Investment Management first reported a position in HUM in Q3 2013 and held it in 19 quarters. The position peaked at $8.29M in Q4 2022. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Zacks Investment Management reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 735 Humana shares in Q4 2024, an estimated $233K.
  • Zacks Investment Management first reported a position in Humana in Q3 2013 and held it in 19 quarters.
  • Zacks Investment Management's Humana position peaked at $8.29M in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.