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Algert Global’s Humana HUM Stock Holding History

Algert Global’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
2025
Q2 		– Sell
-2,440
Closed -$646K – 1244
2025
Q1 		$646K Buy
+2,440
New +$660K 0.02% 852
2024
Q1 		– Sell
-1,497
Closed -$685K – 1158
2023
Q4 		$685K Buy
1,497
+840
+128% +$414K 0.03% 722
2023
Q3 		$320K Sell
657
-1,810
-73% -$851K 0.02% 880
2023
Q2 		$1.1M Buy
+2,467
New +$1.24M 0.05% 625
2023
Q1 		– Sell
-1,651
Closed -$846K – 1209
2022
Q4 		$846K Sell
1,651
-523
-24% -$275K 0.05% 628
2022
Q3 		$1.05M Buy
2,174
+467
+27% +$227K 0.06% 517
2022
Q2 		$799K Buy
+1,707
New +$760K 0.06% 573
2021
Q1 		– Sell
-2,553
Closed -$1.05M – 473
2020
Q4 		$1.05M Buy
2,553
+1,504
+143% +$625K 0.3% 124
2020
Q3 		$434K Sell
1,049
-2,007
-66% -$807K 0.14% 210
2020
Q2 		$1.19M Buy
+3,056
New +$1.14M 0.4% 81
2014
Q4 		– Sell
-1,960
Closed -$255K – 313
2014
Q3 		$255K Buy
+1,960
New +$249K 0.19% 207

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Algert Global's HUM Position: Q2 2025 in Review

Algert Global sold out of Humana (HUM) in Q2 2025, closing a stake of 2,440 shares — an estimated $646K sold.

Algert Global first reported a position in HUM in Q3 2014 and held it in 11 quarters. The position peaked at $1.19M in Q2 2020. 878 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Algert Global reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 2,440 Humana shares in Q2 2025, an estimated $646K.
  • Algert Global first reported a position in Humana in Q3 2014 and held it in 11 quarters.
  • Algert Global's Humana position peaked at $1.19M in Q2 2020.
  • 878 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.