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Ashford Capital Management’s Humana HUM Stock Holding History

Ashford Capital 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
2025
Q1 		– Sell
-4,280
Closed -$1.09M – 102
2024
Q4 		$1.09M Hold
4,280
– – 0.13% 74
2024
Q3 		$1.36M Buy
+4,280
New +$1.52M 0.17% 71

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ashford Capital Management's HUM Position: Q1 2025 in Review

Ashford Capital Management sold out of Humana (HUM) in Q1 2025, closing a stake of 4,280 shares — an estimated $1.09M sold.

Ashford Capital Management first reported a position in HUM in Q3 2024 and held it in 2 quarters. The position peaked at $1.36M in Q3 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Ashford Capital Management reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Ashford Capital Management sold 4,280 Humana shares in Q1 2025, an estimated $1.09M.
  • Ashford Capital Management first reported a position in Humana in Q3 2024 and held it in 2 quarters.
  • Ashford Capital Management's Humana position peaked at $1.36M in Q3 2024.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Ashford Capital Management's 13F filing for Q1 2025, filed 15 May 2025.