AG
HUM icon

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% 878
2023
Q2 		$1.1M Buy
+2,467
New +$1.24M 0.05% 625
2023
Q1 		– Sell
-1,651
Closed -$846K – 1210
2022
Q4 		$846K Sell
1,651
-523
-24% -$275K 0.05% 627
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return