AAM
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Austin Asset Management’s Humana HUM Stock Holding History

Austin Asset 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
-1,081
Closed -$274K – 82
2024
Q4 		$274K Buy
1,081
+78
+8% +$20.9K 0.05% 62
2024
Q3 		$318K Sell
1,003
-1
-0.1% -$356 0.06% 55
2024
Q2 		$375K Sell
1,004
-346
-26% -$117K 0.08% 48
2024
Q1 		$468K Buy
1,350
+506
+60% +$192K 0.1% 42
2023
Q4 		$386K Sell
844
-56
-6% -$27.6K 0.1% 45
2023
Q3 		$438K Hold
900
– – 0.13% 41
2023
Q2 		$402K Sell
900
-2,350
-72% -$1.18M 0.11% 42
2023
Q1 		$1.58M Buy
3,250
+1,017
+46% +$503K 0.51% 19
2022
Q4 		$1.08M Hold
2,233
– – 0.39% 18
2022
Q3 		$1.08M Hold
2,233
– – 0.39% 18
2022
Q2 		$1.04M Sell
2,233
-250
-10% -$111K 0.37% 18
2022
Q1 		$1.08M Buy
2,483
+640
+35% +$268K 0.34% 18
2021
Q4 		$855K Buy
+1,843
New +$816K 0.27% 24

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return