Aviso Financial’s Humana HUM Stock Holding History

Aviso Financial’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	-284	Closed	-$72.1K	–	362
2024 Q4	$72.1K	Sell	284 -1,758	-86%	-$471K	﹤0.01%	258
2024 Q3	$647K	Sell	2,042 -661	-24%	-$235K	0.03%	188
2024 Q2	$1.01M	Buy	+2,703	New	+$913K	0.06%	132

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aviso Financial's HUM Position: Q1 2025 in Review

Aviso Financial sold out of Humana (HUM) in Q1 2025, closing a stake of 284 shares — an estimated $72.1K sold.

Aviso Financial first reported a position in HUM in Q2 2024 and held it in 3 quarters. The position peaked at $1.01M in Q2 2024. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

Aviso Financial reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
Aviso Financial sold 284 Humana shares in Q1 2025, an estimated $72.1K.
Aviso Financial first reported a position in Humana in Q2 2024 and held it in 3 quarters.
Aviso Financial's Humana position peaked at $1.01M in Q2 2024.
902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Aviso Financial's 13F filing for Q1 2025, filed 13 May 2025.