Baker Tilly Wealth Management’s Humana HUM Stock Holding History

Baker Tilly Wealth 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
2024 Q3	–	Sell	-710	Closed	-$265K	–	255
2024 Q2	$265K	Sell	710 -1,107	-61%	-$374K	0.11%	216
2024 Q1	$630K	Buy	1,817 +312	+21%	+$118K	0.11%	199
2023 Q4	$689K	Buy	1,505 +73	+5%	+$36K	0.11%	201
2023 Q3	$697K	Sell	1,432 -334	-19%	-$157K	0.11%	181
2023 Q2	$790K	Buy	1,766 +269	+18%	+$135K	0.08%	243
2023 Q1	$727K	Sell	1,497 -24	-2%	-$11.9K	0.08%	252
2022 Q4	$779K	Buy	1,521 +72	+5%	+$37.8K	0.1%	233
2022 Q3	$703K	Buy	1,449 +11	+0.8%	+$5.35K	0.1%	226
2022 Q2	$673K	Buy	1,438 +131	+10%	+$58.3K	0.09%	246
2022 Q1	$569K	Buy	1,307 +83	+7%	+$34.7K	0.06%	312
2021 Q4	$568K	Buy	1,224 +237	+24%	+$105K	0.06%	325
2021 Q3	$384K	Buy	987 +209	+27%	+$88.7K	0.05%	374
2021 Q2	$344K	Buy	778 +167	+27%	+$73K	0.06%	367
2021 Q1	$256K	Buy	611 +68	+13%	+$27.1K	0.05%	396
2020 Q4	$223K	Buy	+543	New	+$226K	0.07%	299

Other funds holding HUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return